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Retirement Transition

Join us for Wood Tarver Financial’s Transition to Retirement!

Are you ready to retire within the next 8 years OR are you currently retired and have questions about your situation?

Join us for our Annual Transition to Retirement conversation! This exclusive discussion will cover topics such as:

  • Social Security & Medicare (And How to Reduce Your Taxable Footprint)
  • Rollover and Retirement Income
  • Tax Efficient Distributions
  • Pensions Versus Lump Sum – Which is Better?
  • Health Care Cost and Consideration

You are encouraged to invite friends and family.

This event will also be available on zoom.

Please email or contact us at (208)343-2001 to RSVP.

Have a Question?

Thank you!