Register for our event!
July 7th or 9th
at 11:00 AM
425 W 1st St.
Claremont, CA 91711
JOIN US
THE IRS DOESN'T RETIRE WHEN YOU DO
• How much of your Social Security is actually taxable (it may surprise you)
• Why your retirement accounts are essentially an IOU to the IRS — and what to do about it
• What a Roth Conversion is and whether it makes sense for you
• How the Big Beautiful Bill could change your tax picture starting now
• The "4 seasons of taxation" — and which season you're in right now
Miles Financial Group is an independent financial servicefirm. Insurance services are provided by MILES Investmentand Insurances Services. Investment advisory servicesoffered through Triad Wealth Partners, an SEC registeredinvestment advisor. Insurance products and services arenot offered through Triad Wealth Partners. Neither MilesFinancial Group nor Triad Wealth Partners offers tax orlegal advice. Registration of an investment adviser does notimply a certain level of skill or training. The Firm providesinvestment advisory services for clients nationally. TriadWealth Partners will maintain all applicable registrations,notice filings, and/or licenses as required by the variousstates in which the Firm conducts business.