Taxes & Retirement

What’s your biggest challenge in retirement, besides making your money last for your lifetime? It’s taking retirement plan distributions in such a way as to best minimize income tax so more money is left for you. A little planning ahead can go a long way to keeping your taxes as low as possible in retirement. What are the right strategies to keep your tax bill as low as possible? Join Mark Sumner, for lunch on Fri., Sept. 22 at 11:30 and learn these strategies. To attend, RSVP with $1 to South Iredell Senior Center by Tues., Sept. 19 at 11:30 a.m. No registration by phone. The workshop is sponsored by Sumner Wealth Management, Inc.