TAX & INCOME PLANNING STRATEGIES
In Person Class
Course Code: TRMUK913

This Course is offered FREE of charge but
Advance Registration is Required
Register on-line now or
Register by Phone     877-892-7088     Lines Open 24/7

TAX & INCOME PLANNING STRATEGIES 

A CLASSROOM COURSE FOR THOSE 55 AND UP – TEACHING THE PRINCIPLES OF SOUND
TAX & RETIREMENT INCOME PLANNING

Tax Planning to Make the Most of Your Retirement

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. Prudent management of your taxes in retirement requires specific strategies based on your personal circumstances, as well as an understanding of the most recent tax code changes, and how they could affect your tax liabilities in retirement. When you retire, your financial objectives, time horizon, and investment choices will most likely change. 

In this course, you learn time-tested strategies for tax planning designed to make the most of your retirement assets, and to minimize – or even eliminate – your tax liabilities on your retirement income sources, allowing you to keep more of your hard-earned money. 

We will discuss these important topics and more:

• How the LATEST TAX LAWS in the Secure 2.0 Act will affect your retirement planning
• Understanding how your investments are taxed and the reasons taxation changes
• Calculating and making the most of Required Minimum Distributions now that they have been changed
• Understanding IRAs and all pre-tax accounts
• Using Roth IRA tax laws to your advantage and deciding if you should consider converting your IRA to a Roth IRA
• Simplifying your personal finances through account consolidation
• Making the most of what you have and staying within your tax bracket

Tax Planning should play a key role in your retirement income strategy!