Taxes can easily be one of your biggest expenses in retirement. Learn how to find a balance of financial vehicles, savings and withdrawal strategies to potentially reduce taxes on your income and avoid tax penalties. LKJ Financials’ 90 minute tax-focused retirement class focuses on the following topics:

• Learn how to maximize Social Security Income
• The “four buckets” approach to tax planning
• Breaking down common financial vehicles and the different ways they are taxed
• Tax friendly ways to withdraw retirement income
• Should you consider a Roth IRA conversion?
• Evaluate the benefits of a Roth conversion
• How taxes can affect retirement income, Social Security and a surviving spouse
• What estate taxes could look like for you/your family
• How to reduce or possibly avoid unnecessary taxes
• Understand how to reduce hidden risks to your assets

Contact us at 713.840.0534 or marketing@lkjfinancial.com if you are interested in registering or learning more about our upcoming Retirement and Tax classes.