This is part two of Social Security, Retirement Income, & Tax Planning Basics. Part One was held on Monday, April 13th at the Davenport Public Library l Eastern. You do not have to attend part one; you may attend part two if you did not attend part one.

This program is intended for adults. Registration is encouraged but not required. 

We strive to make our programs inclusive to all. For accommodation requests, please reach out to reference@davenportlibrary.com

Social Security, Retirement Income, & Tax Planning Basics

- Understanding how new Social Security rules effective January 2025 could impact your benefits
- Discover how Required Minimum Distributions (RMD's) affect your retirement income and taxes
- Learn how Roth conversions and smart tax planning can help maximize your income each year
- Explore how different retirement accounts and investments can reduce your overall tax burden
- See why creating a structured income plan is essential for long-term retirement success