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“Taxes 101” Retirement Workshop

April 19 @ 4:30 pm - 6:00 pm

How do I save money on my taxes? Taxes are unavoidable, but there are certain strategies you can implement to save on taxes. Come attend our “Taxes 101” Retirement Workshop event while enjoying a delicious meal on us! Open to all!

In this workshop, we will cover:

  • Backdoor Roth IRA’s
  • How a 72(t) Works & Recent Changes
  • Max Funding a 401(k) If You Retire Early in the Calendar Year
  • Net Unrealized Appreciation (NUA)
  • New 2022 401(k) Deferral Limits
  • Prop 19 and Your Home Taxes
  • Roth 401(k) Savings vs Traditional
  • Retiring Early Without Penalties
  • Tax-loss Harvesting
  • The 55 Rule

Where: Microsoft Teams
When: April 19, 2022 at 4:30 PM PST

See you there!

Details

Date:
April 19
Time:
4:30 pm - 6:00 pm
Event Categories:
, ,

Venue

Microsoft Teams

Details

Date:
April 19
Time:
4:30 pm - 6:00 pm
Event Categories:
, ,

Venue

Microsoft Teams