Learn how to avoid paying the IRS more than necessary in retirement using strategies your stockbroker might not share with you.
Discover how to avoid paying the IRS more than necessary in retirement using strategies your stockbroker might not share with you.
Learn from certified financial advisor Steve Jefferys how to optimize tax-efficient investments, Roth conversions, Social Security timing, and more through strategic portfolio management and tax planning. With the right moves, you could potentially save hundreds of thousands of dollars over time.
Questions about this program? Contact the branch 240-773-9515.
Accommodation Requests
People who are Deaf or Hard of Hearing should request English-language captioning or sign-language interpretation at least five days before the library-sponsored program they plan to attend. Contact the Assistant Facilities and Accessibility Program Manager at 240-777-0002 with all other accommodation requests.