Managing Your Finances in Retirement

Are you wondering where your retirement income should come from or how to avoid penalties for underpayment of taxes? This class is here to guide you through managing your cash flow in retirement. Explore strategies to reduce your tax burden, consider Roth conversions, optimize charitable donations, ensure your investments are in the right accounts, review your insurance coverage, and make sure your estate planning is in order for both distribution and taxation purposes. Join this class to get expert advice and resources tailored to your needs. Let us help you navigate these important financial decisions with confidence and peace of mind.

• Presenter: Lissa McNaughton, Senior Vice President, Graypoint LLC.