Date/Time:
Tuesday, February 11th at 6:00 pm - 8:00 pm

Location:
Columbia College
11600 Columbia Drive
Sonora, CA 95370

Columbia College
Classroom – Buckeye 3

Note: Near the tennis courts and Manzanita Building
Parking passes will be provided at class check-in

CREATING A TAX-FREE RETIREMENT
Course Code: TRRCC0211

 

Tuition is $18 per person – spouse or guest attend free!
Register early – classes fill quickly!

 

To Register –
Register on-line now! or
Register by phone at   209-748-4087   (lines open 24/7)

 

CREATING A TAX-FREE RETIREMENT

Planning for a Financially Secure Retirement

Prudent management of your taxes in retirement requires several specific strategies, depending on your own personal set of circumstances. You’ll also need to understand the most recent changes to the Tax Code, and how those changes could affect your tax liabilities in retirement. The information presented in this course will provide you with the knowledge you’ll need to minimize – or even eliminate – your tax liabilities on all of your retirement income sources, keeping more of your hard-earned money in your hands instead of the government’s. 

In this class you will learn: 

• The ways Social Security is taxed 
• How exemptions, credits and deductions differ from each other, and when best to use each 
• The ways in which capital gains and dividends can affect your taxes after you retire
• Minimizing tax liability on IRA distributions
• What provisional income is, and how it can affect your Social Security benefit payments
• The ways in which marginal tax rates can increase after retirement, and how to avoid them altogether  

Plus much more …

Learn proven methods that can help you reduce or even eliminate taxes on your retirement!