Register for our event!
Tuesday, June 23rd
at 6:00 PM
14870 Lightner Rd.
Haymarket, VA 20169
JOIN US
FREE Adult Education Workshop
THE IRS ALREADY KNOWS
8051 Ashton Ave.
Manassas, VA 20109
Wednesday, June 24th
at 6:00 PM
- or -
In this free, no-pressure workshop, instructor David Martin walks you through the strategies that tax planners use, not just tax preparers, to help retirees and pre-retirees protect their income before it's too late to act.
• 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 current tax policy could change your tax picture starting now
• What is a Required Minimum Distribution and how is it calculated
• The window of time most retirees miss that could save them thousands – and how to know if yours is still open
SOFA the organization does not offer to sell financialproducts nor promote any one particular company.Though the presenter may mention specific financialinstruments and their functionality, SOFA’s role is only toeducate and inspire. SOFA only represents the educationalworkshop — all other endorsements are non-SOFA related.www.sofausa.org Not affiliated with the Social SecurityAdministration. There is no fee for this service.