Events & Articles

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (05/05/2026)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (04/07/2026)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Webster Schroeder High School (03/17/2026)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Honeoye Falls-Lima High School (03/12/2026)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (03/10/2026)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Protecting from Identity Theft & Fraud with Steve McNally (03/04/2026 6 PM)

Protecting from Identity Theft & Fraud with Steve McNally (03/04/2026 12 PM)

Savvy Medicare Planning: Managing Healthcare Expenses in Retirement at Sperry High School (03/03/2026)

Now is the time to start planning for healthcare expenses in retirement.  Find out what you need to do to obtain the coverage you need and protect against rising costs.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Webster Schroeder High School (02/24/2026)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Honeoye Falls-Lima High School (02/12/2026)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (02/10/2026)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Market Update with Tyler Akerlind, CFA Webinar (2/5/2026)

[CANCELLED] Savvy Social Security Planning: How to Maximize Retirement Income at Sperry Senior High School (01/27/2026)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Webster Schroeder High School (01/20/2026)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Honeoye Falls-Lima High School (01/15/2026)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (01/13/2026)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (12/09/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

New Tax Bill Webinar: What the One Big Beautiful Bill Could Mean for You (12/04/2025)

Tho OBBBA includes major tax changes for individuals and families.  This webinar will highlight the most relevant changes you should know about.

Life After Work: Steps to Create a Good Life in Retirement at Webster Schroeder High School (12/02/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Webster Schroeder High School (11/18/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Honeoye Falls-Lima High School (11/13/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Estate Protection and Long-Term Care Planning with Marcus W. Kroll, Esq. Evening Webinar (11/12/2025)

Educational webinar with special guest speaker, Marcus W. Kroll, Esq. of Kroll Law Firm LLP: Long-Term Care Considerations Paying for Long-Term Care Medicaid Legal Work for Asset Protection Tax Law Impacts

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (11/04/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Sperry Senior High School (10/28/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Webster Schroeder High School (10/21/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (10/14/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Honeoye Falls-Lima High School (10/09/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Webster Schroeder High School (09/23/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (09/16/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Honeoye Falls-Lima High School (09/11/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

New Tax Bill Webinar: What the One Big Beautiful Bill Could Mean for You (09/02/2025)

Tho OBBBA includes major tax changes for individuals and families.  This webinar will highlight the most relevant changes you should know about.

Ice Cream Social Client Event at Moonlight Creamery

This event is our way of saying thank you for being a valued client.  Enjoy Ice Cream by the Canal in Fairport. 

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (08/26/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Webster Schroeder High School (08/05/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (07/22/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Redwings Client Appreciation Picnic

This event is our way of saying thank you for being a valued client and a chance to enjoy a relaxed afternoon together outside of the office. It promises to be a fun-filled day with great food, exciting baseball, and fantastic company!

Savvy Social Security Planning: How to Maximize Retirement Income at Webster Schroeder High School (07/08/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Sperry Senior High School (6/12/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (06/10/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Honeoye Falls-Lima High School (06/03/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Webster Schroeder High School (05/27/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (05/13/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Honeoye Falls-Lima High School (05/06/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Webster Schroeder High School (04/22/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (04/08/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Honeoye Falls-Lima High School (04/01/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Webster Schroeder High School (03/25/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Medicare Planning: Managing Healthcare Expenses in Retirement at Sperry High School (9/10/2024) (copy)

Now is the time to start planning for healthcare expenses in retirement.  Find out what you need to do to obtain the coverage you need and protect against rising costs.

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (03/11/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Honeoye Falls-Lima High School (03/04/2025)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Webster Schroeder High School (02/25/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Sperry Senior High School (2/12/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (02/11/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Honeoye Falls-Lima High School (02/04/2025)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Webster Schroeder High School (01/21/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Sperry Senior High School (1/15/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Honeoye Falls-Lima High School (01/07/2025)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Retirement Income Planning: Steps to Create a Good Life in Retirement at Perinton Community Center (12/17/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Retirement Income Planning: Steps to Create a Good Life in Retirement at Sperry Senior High School (12/10/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Honeoye Falls-Lima High School (12/3/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Schroeder High School (11/21/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (11/19/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Long Term Care Insurance Planning 101 Webinar (11/13/2024)

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Sperry Senior High School (11/12/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Estate Protection and Long-Term Care Planning with Marcus W. Kroll, Esq. Evening Webinar (11/6/2024)

Educational webinar with special guest speaker, Marcus W. Kroll, Esq. of Kroll Law Firm LLP: Long-Term Care Considerations Paying for Long-Term Care Medicaid Legal Work for Asset Protection Tax Law Impacts

Savvy Social Security Planning: How to Maximize Retirement Income at Honeoye Falls-Lima High School (10/22/2024)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Retirement Income Planning: Steps to Create a Good Life in Retirement at Schroeder High School (10/17/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Social Security Planning: How to Maximize Retirement Income at Sperry Senior High School (10/15/2024)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Sperry Senior High School (10/8/2024)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Medicare Planning: Managing Healthcare Expenses in Retirement at Schroeder High School (9/19/2024)

Now is the time to start planning for healthcare expenses in retirement.  Find out what you need to do to obtain the coverage you need and protect against rising costs.

Savvy Medicare Planning: Managing Healthcare Expenses in Retirement at Perinton Community Center (9/17/2024)

Now is the time to start planning for healthcare expenses in retirement.  Find out what you need to do to obtain the coverage you need and protect against rising costs.

Savvy Medicare Planning: Managing Healthcare Expenses in Retirement at Sperry High School (9/10/2024)

Now is the time to start planning for healthcare expenses in retirement.  Find out what you need to do to obtain the coverage you need and protect against rising costs.

Understanding Medicare with Robin Leone Webinar (9/3/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (8/13/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Honeoye Falls-Lima High School (8/7/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Schroeder High School (8/5/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (7/16/2024)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Retirement Income Planning: Steps to Create a Good Life in Retirement at Schroeder High School (7/15/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Social Security Planning: How to Maximize Retirement Income at Honeoye Falls-Lima High School (7/2/2024)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Retirement Income Planning: Steps to Create a Good Life in Retirement at Perinton Community Center (6/18/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (6/18/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Medicare Planning: Managing Healthcare Expenses in Retirement at Sperry High School (6/5/2024)

Now is the time to start planning for healthcare expenses in retirement.  Find out what you need to do to obtain the coverage you need and protect against rising costs.

Savvy Retirement Income Planning: Steps to Create a Good Life in Retirement at Schroeder High School (5/16/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (5/14/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (5/14/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Sperry Senior High School (5/1/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income Evening Webinar (4/18/2024)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (4/16/2024)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (4/16/2024)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Schroeder High School (4/11/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Sperry Senior High School (4/10/2024

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Retirement Income Planning: Steps to Create a Good Life in Retirement Evening Webinar (3/21/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Retirement Income Planning: Steps to Create a Good Life in Retirement at Perinton Community Center (3/19/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Medicare Planning: Managing Healthcare Expenses in Retirement (3/13/2024)

Now is the time to start planning for healthcare expenses in retirement.  Find out what you need to do to obtain the coverage you need and protect against rising costs.

Savvy Retirement Income Planning: Steps to Create a Good Life in Retirement at Schroeder High School (3/7/2024)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement Evening Webinar (2/28/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (2/13/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Schroeder High School (2/8/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Sperry Senior High School (2/7/2024)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Market Outlook with Gene Goldman, CFA Webinar (2/1/2024)

Please join us for a Market Outlook with Gene Goldman, CFA, Chief Investment Officer & Director of Research at Cetera. He'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you.

Savvy Social Security Planning: How to Maximize Retirement Income at Sperry Senior High School (1/17/2024)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (1/16/2024)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (12/19/2023)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (12/12/2023)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (12/5/2023)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement Evening Webinar (11/29/2023)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (11/28/2023)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (11/21/2023)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Sperry Senior High School (11/15/2023)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (11/14/2023)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Honeoye Falls-Lima High School (11/9/2023)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Estate Protection and Long-Term Care Planning with Marcus W. Kroll, Esq. Evening Webinar (11/2/2023)

Educational webinar with special guest speaker, Marcus W. Kroll, Esq. of Kroll Law Firm LLP: Long-Term Care Considerations Paying for Long-Term Care Medicaid Legal Work for Asset Protection Tax Law Impacts

Savvy Social Security Planning: How to Maximize Retirement Income Evening Webinar (10/25/2023)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (10/24/2023)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Sperry Senior High School (10/18/2023)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (10/17/2023)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Honeoye Falls-Lima High School (10/12/2023)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (10/10/2023)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Schroeder High School (10/5/2023)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Life After Work: Steps to Create a Good Life in Retirement Evening Webinar (9/27/2023)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Understanding Medicare with Robin Leone Morning Webinar (9/22/2023)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Sperry Senior High School (9/20/2023)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Honeoye Falls-Lima High School (9/14/2023)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Honeoye Falls-Lima High School (8/31/2023)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement Evening Webinar (8/30/2023)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (8/15/23)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (8/8/23)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (8/1/23)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Honeoye Falls-Lima High School

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income Evening Webinar (7/26/2023)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center (7/25/23)

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Schroeder High School

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center (7/18/23)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center (7/11/2023)

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You'll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Social Security Planning: How to Maximize Retirement Income at Honeoye Falls-Lima High School (7/6/2023)

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement Evening Webinar

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Life After Work: Steps to Create a Good Life in Retirement at Honeoye Falls-Lima High School

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Sperry Senior High School

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement Evening Webinar

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Schroeder High School

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Sperry Senior High School

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Honeoye Falls-Lima High School

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Social Security Planning: How to Maximize Retirement Income Evening Webinar

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Sperry Senior High School

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Social Security Planning: How to Maximize Retirement Income at Honeoye Falls-Lima High School

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Life After Work: Steps to Create a Good Life in Retirement at Honeoye Falls-Lima High School

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement Evening Webinar

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Understanding SECURE Act 2.0: The New Retirement Rules

The SECURE Act brings the most expansive change to retirement rules in 40 years, affecting individuals and businesses alike

Life After Work: Steps to Create a Good Life in Retirement at Sperry Senior High School

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Life After Work: Steps to Create a Good Life in Retirement at Perinton Community Center

Creating monthly income that lasts throughout your retirement is tricky. A wrong decision could subject you to unnecessary taxes, penalties, and inflation. You’ll learn the strategies that can help you protect and sustain your retirement income over the next 30 years.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Honeoye Falls-Lima High School

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement Evening Webinar

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Sperry Senior High School

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Market Update with Gene Goldman, CFA

Please join us for a Market Update with Gene Goldman, CFA, Chief Investment Officer & Director of Research at Cetera. He'll be answering some of your most pressing questions, taking a brief look at recent market behavior, and reviewing how we're continuing to serve you.

Savvy Tax Planning: How Taxes Change Through Four Stages of Retirement at Perinton Community Center

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of income to pay for your living expenses. Learn how to apply the tax code in an organized and efficient way.

Savvy Social Security Planning: How to Maximize Retirement Income at Honeoye Falls-Lima High School

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income Evening Webinar

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Sperry Senior High School

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Social Security Planning: How to Maximize Retirement Income at Perinton Community Center

What baby boomers need to know to help maximize retirement income! Learn answers to your questions: Will Social Security be there for me? How much can I expect to receive? When should I apply? How can I maximize my benefits? Will Social Security be enough to live on in retirement?

Savvy Legacy Planning: Steps for the Generations at Webster Schroeder High School

Learn to craft your legacy and leave your mark for the next generation. If you do nothing, your legacy will write itself – for better or worse. Don’t let that happen. Learn how.

Savvy Legacy Planning: Steps for the Generations Daytime Webinar

Learn to craft your legacy and leave your mark for the next generation. If you do nothing, your legacy will write itself – for better or worse. Don’t let that happen. Learn how.

Savvy Legacy Planning: Steps for the Generations Evening Webinar

Learn to craft your legacy and leave your mark for the next generation. If you do nothing, your legacy will write itself – for better or worse. Don’t let that happen. Learn how.

Savvy Legacy Planning: Steps for the Generations at Perinton Community Center

Learn to craft your legacy and leave your mark for the next generation. If you do nothing, your legacy will write itself – for better or worse. Don’t let that happen. Learn how.

Savvy IRA Planning: Strategies to Help You Save Taxes and Get More Out of Your IRA at Webster Schroeder High School

Learn tax-saving strategies to help you get more out of your IRA and retirement plans. We will discuss rules for contributing to IRAs and Roth IRAs, how rollovers work, what tax implications on retirement accounts are, how to implement a sound Roth conversion plan, and coordinating your IRA planning with your overall financial situation.

Savvy IRA Planning: Strategies to Help You Save Taxes and Get More Out of Your IRA Daytime Webinar

Learn tax-saving strategies to help you get more out of your IRA and retirement plans. We will discuss rules for contributing to IRAs and Roth IRAs, how rollovers work, what tax implications on retirement accounts are, how to implement a sound Roth conversion plan, and coordinating your IRA planning with your overall financial situation.

Savvy IRA Planning: Strategies to Help You Save Taxes and Get More Out of Your IRA Evening Webinar

Learn tax-saving strategies to help you get more out of your IRA and retirement plans. We will discuss rules for contributing to IRAs and Roth IRAs, how rollovers work, what tax implications on retirement accounts are, how to implement a sound Roth conversion plan, and coordinating your IRA planning with your overall financial situation.

Savvy IRA Planning: Strategies to Help You Save Taxes and Get More Out of Your IRA at Perinton Community Center

Learn tax-saving strategies to help you get more out of your IRA and retirement plans. We will discuss rules for contributing to IRAs and Roth IRAs, how rollovers work, what tax implications on retirement accounts are, how to implement a sound Roth conversion plan, and coordinating your IRA planning with your overall financial situation.