Location

Shasta Trinity Flyfishers
3100 Venus Way, Redding, CA 96002

Learn, Grow, Thrive

You will learn if and where you can improve your financial life by ensuring Uncle Sam is not invited over for Christmas dinner anymore. Learn about the 7 buckets and 3 baskets of taxation. Do you have an IRA exit strategy? How to handle required minimum distributions (RMD’s), Medicare taxation and Social Security taxation. How deductions and credits are better utilized. The implications of the Tax Cuts and Jobs Act. Having lower turnover investments is effective and why. Tax planning is not tax preparation, understand the difference. Maximizing your Social Security. What is a Roth Conversion and should you consider it? It will be engaging, and revealing. 

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