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Monday, September 21st

at 6:00 PM

22850 Brambleton Plaza

Brambleton, VA 20148

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THE IRS ALREADY KNOWS WHAT YOU'LL OWE IN RETIREMENT. DO YOU?

A free 60-minute class that shows you how to legally keep more of what you’ve saved.

Ashburn
Library

43316 Hay Rd.

Ashburn, VA 20147

Tuesday, September 22nd

at 6:00 PM

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Brambleton
Library

- or -

• 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.

WHAT WE’LL COVER