◂  November 2019

Twelve Year-End Tips for Retirees

Published by:


Wallingford Community Senior Center
4649 Sunnyside Ave N #140
Seattle, WA 98103


Free. Advance registration appreciated.


Rachel Coller
(206) 461-7825

Now — as in before year-end — is a great time to review your financial plan and take advantage of any last-minute retirement-planning tools and techniques. Attend this workshop to learn the must-have strategies to help you minimize your legal tax burden, while also discussing gifts to children, charitable contributions, required minimum distributions, IRA and Roth IRA contributions, and much more. With expertise from Kristen Lomax of SOFA, a non-profit whose goal is to provide financial expertise and to increase knowledge and confidence in your financial future.

Free. Advance registration appreciated.

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