• How much of your Social Security is actually taxable (it may surprise you)

• Why your retirement accounts are essentially an IOU to the IRS — and what to do about it

• What a Roth Conversion is and whether it makes sense for you

• How current tax policy could change your tax picture starting now

• What is a Required Minimum Distribution and how is it calculated

• The window of time most retirees miss that could save them thousands – and how to know if yours is still open

SOFA the organization does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA’s role is only to educate and inspire. SOFA only represents the educational workshop — all other endorsements are non-SOFA related.www.sofausa.org Not affiliated with the Social Security Administration. There is no fee for this service.