This is part two of Social Security, Retirement Income, & Tax Planning Basics. Part One was held on Monday, April 13th at the Davenport Public Library l Eastern. You do not have to attend part one; you may attend part two if you did not attend part one.

This program is intended for adults. Registration is encouraged but not required.

Social Security, Retirement Income, & Tax Planning Basics

- Understanding how new Social Security rules effective January 2025 could impact your benefits
- Discover how Required Minimum Distributions (RMD's) affect your retirement income and taxes
- Learn how Roth conversions and smart tax planning can help maximize your income each year
- Explore how different retirement accounts and investments can reduce your overall tax burden
- See why creating a structured income plan is essential for long-term retirement success