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09/22/2020 at 6:30 pm - 8:30 pm

Creating A Tax-Free Retirement - Live Online Webinar
50 South Main Street
Naperville, IL 60540

Live Online Webinar
Course Code: TDFW0922

PLUS … Learn how the current state of the economy could affect your retirement!


Normally taught at NIU, Benedictine University, and North Central College. However, due to health and safety concerns, this course is currently being taught LIVE ONLINE.

This course is offered Free of Charge, but Advanced Registration is Required.

To Register –
Register on-line now! or
Register by phone at  630-491-9893  (lines open 24/7)



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: 

  • How Social Security is taxed 
  • The differences between exemptions, credits and deductions, and when best to use each 
  • The impact of capital gains and dividends on your taxes after you retire
  • Tips for minimizing your tax liability on your 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  


Learn how the current state of the economy could affect your retirement!

During these classes, we will also address the current economic environment and how it could affect your tax planning, Social Security, Required Minimum Distributions, and retirement planning. We will provide answers to common financial concerns and offer strategies that could help you protect your savings and retirement. 

Join us for this Free Online Educational Course and learn how to plan for a Financially Secure Retirement!

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