Mission Viejo, CA • April 14, 2025 • 8:30 AM

Up to 85% of your Social Security is taxable.

Most retirees find out after it is too late to fix it.

How provisional income triggers taxes on your Social Security check
The withdrawal sequence that keeps your Medicare premiums from spiking
What happens when your kids inherit your IRA under the 10-year rule

Tuesday, April 14, 8:30 AM to 9:30 AM
Norman P. Murray Community Center
24932 Veterans Way, Mission Viejo, CA 92692

No products. No pitch. 60 minutes of tax math your CPA is not showing you.

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Are you currently retired or planning to retire within the next 10 years? *

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Have you saved $300,000 or more for retirement combined across 401k, IRA, and savings? *

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Will you attend in person on Tuesday, April 14 at 8:30 AM in Mission Viejo? *

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Seats are limited. This workshop fills fast.

This event is not endorsed by, affiliated with, or sponsored by Norman P. Murray Community Center.

Up to 85% of your Social Security is taxable.

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