Date/Time:
Thursday, February 9th at 6:30 pm - 8:30 pm

Location:
Montgomery County Community college – West Campus – South Hall, Room 214
101 College Drive
Pottstown, PA 19464

TAX, INCOME and RETIREMENT PLANNING STRATEGIES
In Person Course 
Course Code: TCFMP109

This is a 2-Night Event
Thursdays – 2/9/23 & 2/16/23

Advance Registration is Required
Register on-line now or
Register by phone     877-892-7088    Lines open 24/7

Suggested Donation is $39 and spouses may attend at no cost.
All proceeds support The Survivors Cancer Foundation
Please bring your check to class – made payable to The Survivors Cancer Foundation

 

Come and learn how to PLAN YOUR TAXES rather than just PREPARE them! Plus, learn how the current state of the economy could affect your retirement income.

TAX, INCOME and RETIREMENT PLANNING STRATEGIES 

A classroom course teaching the principles of sound tax, income and retirement planning

Plus, ways to help prevent inflation and market volatility from affecting your retirement!

Learn How To:

• Determine if the NEW TAX LAWS in the Secure Act will affect your retirement planning
• Plan your taxes rather than just prepare them
• Understand the reasons taxation changes
• Calculate and make the most of Required Minimum Distributions now that they have been changed!
• Understand IRAs and all pre-tax accounts
• Decide if you should convert your IRA to a Roth IRA
• Make the most of what you have and stay within your tax bracket
• Simplify your personal finances through account consolidation 
• Make your money last!

TAX PLANNING TO MAKE THE MOST OF YOUR RETIRMENT

Post retirement tax planning is often more difficult than planning for retirement. You are managing your entire nest egg, not collecting paychecks anymore, and have less time to recover from potential mistakes. When you retire, your financial objectives, time horizon, and investment choices will most likely change. We discuss how to transition from your retirement plan to your post-retirement income plan. This real-world learning approach makes attending this course both entertaining and informative.

In this course, you learn time-tested strategies for tax planning designed to make the most of your retirement income. We apply these strategies by comparing various rules and requirements so you can see how different choices affect your retirement savings. 

Who Should Attend ~

Both retirees and pre-Retirees will benefit from attending this class. Whether you’re still in the planning stages or concerned about protecting and passing on your savings, this course will be an eye-opening experience.

Practical Information ~

This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as:

• Inflation protection
• Tax-efficient withdrawals
• Lifestyle preservation
• Providing a legacy

We use case studies to illustrate important concepts based on different risk tolerances, so it will help you evaluate your personal circumstances and select a plan you can easily apply to your situation.

Handout Materials ~

As part of this course, you will receive a variety of materials designed to complement the presentation. These handouts, illustrations, examples, and worksheets will help reinforce the course concepts and allow you to apply your knowledge after the course is complete. 

Optional Consultation ~

If you have questions that are personal in nature or relate to tax and/or retirement strategies, you may arrange a private consultation with your instructor (by phone, online, or in person) after the course is complete. This consultation is complimentary for class attendees but is not required