Susan Allen Financial

Susan Allen Financial

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Susan Allen Financial -A Place to Share Ideas, Educate and ask questions My goal is to help clients protect and grow their retirement assets.

Tax Planning and Your Retirement 04/01/2025

Join me at the East Longmeadow Library! Registration required.

Tax Planning and Your Retirement
Tuesday, April 8 6:30—7:30 PM
Community Room
East Longmeadow Public Library 60 Center Square, Suite 2, East Longmeadow, MA, 01028
Tax Planning and Your Retirement

How Will Taxes Affect Your Retirement? Join us for an educational seminar which includes a workbook

Some of the topics we'll review:

Understanding Current Tax Rates
Creating a Tax -Free Income with Roth Ira's and Conversions
What you need to know about Required Minimum Distributions (RMD)
How a higher income affects Medicare premiums
Social Security and taxes

Tax Planning and Your Retirement Susan Allen Financial will present Tax Planning and Your Retirement. How Will Taxes Affect Your Retirement?  Join us for an educational seminar which includes a workbookSome of the topics we'll review: Understanding Current Tax Rates Creating a…Learn More . Registration required.

05/27/2024

Sign up online at https://www.eventkeeper.com/code/ekform.cfm?curOrg=ELPL&curID=700374
East Longmeadow Library

05/26/2024

Register today for a FREE seminar about how to make the most of your Social Security benefits and other retirement income-enhancing strategies.

This program will take place on Monday, June 3rd at 6:30pm. Call the Reference Desk 594-1800x3 or email [email protected]

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Address


Southwick, MA
01077