Get Retirement Ready: How will taxes affect your retirement?

Age Group:

Adults, Older Adults

Event Details

Planning for taxes after retirement can help you avoid a hefty tax bill.  Join Richard Plum, Chief Financial Planning Officer at Lucia Capital Group, to learn how investment taxes work and how to use smart strategies to help reduce your tax impact in retirement.  

Accessibility

Need disability-related modifications or accommodations? Information and program content can be made available in alternative formats upon request by emailing JFRogers@sandiego.gov.