Upcoming Events

Information designed to educate and empower you!

The Rushmore Hotel – 445 Mt Rushmore Rd. Rapid City SD 57701 

November 2nd, 2021 – 5:30pm – 7:30pm

Tax Planning and Your Retirement

Recent tax laws have fundamentally changed the retirement and individual tax landscape. The more you know about current and expiring tax provisions, the better prepared you will be to manage your tax liability — now and in retirement.

Whether you will pay more or less in taxes will depend on a variety of factors unique to your situation.

Join us for dinner and an educational seminar where we will focus on topics such as:

Understanding current tax rates and expiring provision

How the SECURE Act affects retirement preparation

Strategies to help manage the impact of RMDs on taxable income

Creating a source of tax-free income with Roth IRAs and Roth conversions

How a higher income affects Medicare premiums and taxes on Social Security benefits


MUST Register by October 27, space is limited! For more information, please contact Carol at 605-716-2641 or email jjohnson@jjadvisor.com

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