Yorba Linda, CA • July 11, 2026 • 1:30 PM

Up to 85% of your Social Security is taxable.

Most retirees find out after it is too late to fix it.

How provisional income triggers taxes on your Social Security check
The withdrawal sequence that keeps your Medicare premiums from spiking
What happens when your kids inherit your IRA under the 10-year rule

Saturday, July 11, 1:30 PM to 3:30 PM
Yorba Linda Community Center — Room B
4501 Casa Loma Ave, Yorba Linda, CA 92886

No products. No pitch. Tax math your CPA is not showing you.

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Are you currently retired or planning to retire within the next 10 years? *

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Have you saved $300,000 or more for retirement combined across 401k, IRA, and savings? *

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Will you attend in person on Saturday, July 11 at 1:30 PM in Yorba Linda? *

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Seats are limited. This workshop fills fast.

This event is not endorsed by, affiliated with, or sponsored by Yorba Linda Community Center or the City of Yorba Linda.

Up to 85% of your Social Security is taxable.

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