ABOUT THE EVENT
Phoenixville Public Library will host a free seminar, “Income Taxes: Timing & Impact and the ‘Widow’s Penalty’”, Monday, January 26, 6:30 PM, at the Library. Nathaniel Cooper of Thrivent Financial will be the presenter. Participants will learn how timing affects tax-deferred accounts and how to optimize withdrawals to reduce tax liabilities. Multi-generational strategies for passing on IRA assets in a tax-efficient way will be explored. The workshop also addresses the “widow’s penalty”, a financial situation where surviving spouses pay higher taxes despite having the same or lower income after their partner’s death. The penalty can also impact Social Security benefits and Medicare premiums, making it a critical topic for retirement planning. This event is free and open to the public. The program will also be livestreamed on Zoom for those unable to attend in person. Registration is required at https://ccls.libcal.com/calendar/Phoenixville/tax-timing-widows-penalty or by calling 610-933-3013 x132. Email mpinto@ccls.org for more information. Phoenixville Public Library is located at 183 Second Avenue, Phoenixville, PA.
610-933-3013 x132
