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Tax Efficient Retirement and the Solvency of Your Social Security Benefits
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2/26/2018
When: February 26, 2018
11:45 - 1:00 PM
Where: Attorney Resource Center
505 North County Farm Road
Third Floor
Wheaton, Illinois  60187
United States
Contact: Robert Rupp
630-653-7779


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Program Overview

 

This presentation, sponsored by the DCBA Senior Lawyers Division, will discuss how to have a tax efficient retirement and will provide an overview of recent changes to Social Security, effective marginal tax rates and harvesting from retirement assets. 

 

Speakers

 

Sy Jacobs, CFP, CMP, CLTC

 

Sy Jacobs makes his home in Downer's Grove, IL.  His practice is focused on major retirement related decisions including when to take Social Security and when to draw from retirement accounts in a manner that manages risk and tax implications.  Mr. Jacobs also advises on health care related issues.

 

Jon Walker

Jon Walker practices in the area of Social Security Disability, Workers’ Compensation and Personal Injury with Woodruff Johnson & Evans. He is a 2004 graduate of the University of Illinois College of Law and a 2001 graduate of the University of British Columbia. 

 

 

 

 


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