facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Taxes in Retirement

  • Should I make a Roth Contribution or a Roth Conversion?
  • What effect would an IRA Contribution make?
  • Is this a good year to take money from my IRA, and what will it cost me in taxes?
  • Should I start Social Security now and what will the tax effects be?

These are just a few of the questions you should be asking yourself this time of year.  We can help you answer these questions and more.  

MONDAY JANUARY 20, 2020 FROM 6:00PM - 7:30PM

15350 SW SEQUOIA PARKWAY, PORTLAND, OR   1ST FLOOR CONFERENCE ROOM