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Date/Time:
01/18/2020 at 9:00 am - 1:00 pm

Location:
American Cancer Society Education Center
4240 Park Place Court
Glen Allen, VA 23060


TAX & INCOME PLANNING STRATEGIES FOR 2019 AND BEYOND

American Cancer Society
Education Center

 

Advance Registration is Required
Call – 804-258-1310    or
Complete Registration form on Mailer

 

TAX & INCOME PLANNING STRATEGIES FOR 2019 AND BEYOND

 

A Classroom Course for those 55 and up – Teaching the Principles of Sound Tax &  Retirement Income Planning – With the New Tax Changes!

Find out what our CPAs are waiting to share with you about Tax Planning and how it can be integrated into your retirement plan.

Learn How To:

  • Plan your retirement income based upon the new rules 
  • Understand the reasons taxation will change 
  • Calculate and make the most of Required Minimum Distributions
  • 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
  • How to make your money last
  • BONUS: How the new tax laws could affect your retirement planning

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.

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 

This course includes a workbook to help you follow along with the presentation. Loaded with examples and illustrations, this valuable reference tool is yours to keep. These materials make it easy to retain and apply the information you learn in class.

Optional Consultation  

If you have questions that are personal in nature or relate to specific financial products, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees, but is not required.




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