Resource center
Taxes in retirement
Watch the replay of our "Taxes in Retirement" presentation. Learn about:
- Common misconceptions about taxes in retirement
- RMDs, Tax brackets, Roth conversions, and more
- Understanding Tax Diversification
Podcast Interview!
Join us as we talk about the importance of financial literacy among retirees.
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Strong After 70
Bill’s lifestyle proves you don’t have to fade with age—watch him bounce back and stay bold.
Golden Pages
Golden Pages, Sacramento Region's Senior Resource guide which brings families together with the businesses and programs that benefit the senior lifestyle.
Agency On Aging
Agency on Aging - Enriching the lives of older adults by fostering networks of support.
Hicap
Health Insurance Counseling & Advocacy Program - a nonprofit organization providing free, unbiased and confidential Medicare counseling and advocacy services.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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