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Taxes and Retirement

When: Mon., Feb. 24, 6:30-7:30 p.m. and Tue., Feb. 25, 6:30 p.m. 2020
Phone: (210) 641-5000
Price: Free
@ Grossman International Conference Center, 847 E Hildebrand Ave, San Antonio, TX 78212
At the University of the Incarnate Word, Jim Hanna Wealth Advisors will present a seminar on how to manage taxes in retirement. Including the new law, SECURE Act and how it could affect current retirement plans. This class examines various tax issues related to pre-retirees and retirees. They will discuss how Social Security benefits are taxed, Medicare premiums, RMD’s (Required Minimum Distributions), charitable giving and other tax-related items. Snacks are provided.

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