Your Taxes & Retirement Class
2025-10-09 18:30 - 20:00, 2025-10-14 18:30 - 20:00 UTC | HCC Spring Branch, 1010 W Sam Houston Pkwy N, Houston, 77043, United States
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.
