Comprehensive Retirement Planning

Retire with dignity and build generational wealth. Retire with confidence by learning how to optimize distributions from Social Security, Pensions, work retirement plans and Traditional IRA. Learn about the benefits of Roth IRA and how they can help reduce your taxes. The class also covers importance of Estate Planning, Long Term Care Insurance and when Annuities are useful.

Tarun Bhatia

Tarun Bhatia is a trusted Financial Advisor, where he specializes in creating personalized wealth strategies for families, entrepreneurs, and corporate executives. His approach is defined by a commitment to helping others feel understood, informed and in control of their goals. Beyond his professional practice, Tarun is deeply committed to community outreach and local economic growth, frequently serving as an instructor for seminars, serving on local Chamber of Commerce leadership and Rogers Lions group.

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