TAX & INCOME PLANNING STRATEGIES
In Person Class
Course Code: T19493A

THURSDAY EVENING – 2 PART CLASS SERIES
6/11/26 & 6/18/26 – 6:30 to 8:30 p.m.

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. When you retire, 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 requirement so you can see how different choices affect your retirement savings.

WE WILL DISCUSS ALL OF THIS AND MORE

• How the latest tax law changes and the Big Beautiful Bill could affect your retirement
• Calculating and making the most of Required Minimum Distributions now that they have changed
• Understanding IRAs and all pre-tax accounts
• Deciding if you should convert your IRA to a Roth IRA
• Making the most of what you have and staying within your tax bracket
• Simplifying your personal finances through account consolidation
• Making your money last and still leaving a legacy

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