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Active Retirement Investing - Tax Efficiency

  • Sacramento State 6000 Jed Smith Drive Sacramento, CA, 95819 United States (map)

Learn ways that can help you reduce taxes on your retirement income through strategic planning. We’ll cover IRA to Roth conversions, tax treatment of real estate, and key differences between JTWROS and community property for estate planning.

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April 24

Finding & Evaluating a Financial Advisor

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May 2

Active Retirement Investing - DIY Investing and Finding More Help