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Taxes & Retirement


Adult Activities & Enrichment / Financial Planning -
Winter/Spring 2024
When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is a tax bill. In fact, income taxes may very well be your single largest expense in retirement. Additionally, income taxes are different for the various retirement investments you may have. When you understand how investments are taxed and set strategies accordingly, it may help you keep income taxes in check. 
  • How to be tax-efficient in your current bracket.
  • How Social Security is taxed.
  • Ways to create tax-free retirement income.
This workshop will be held at North Oaks Community Room, 100 Village Center Dr, North Oaks, MN on Wednesday, April 17, 2024 at 6:00 PM. It’s hosted by Michael Kauls, RICP®, CCPS®. No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. For more information visit Thrivent.com/social.

27878-15M R11-20

WS24-TAXRETIRE Closed

  Michael Kauls


North Oaks Community Room
Wednesday, Apr 17
6:00 - 7:30 PM

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Min Age   15 yr.

$ 0.00
Registration Fee

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