Date/Time:
Wednesday, July 29th at 11:00 am - 12:15 pm

Location:
Tax and income Planning Strategies for 2020 and Beyond – Live Online Webinar
1540 International Parkway
Lake Mary, FL 32746

 

Tax & Income Planning Strategies for 2020 & Beyond
Live Online Webinar
Course Code: TDBO0729a

Normally taught at Seminole State College but due to rapidly changing health and safety concerns, this course is now being TAUGHT LIVE ONLINE

THIS IS A FREE EDUCATIONAL COURSE!
There is no cost to attend, but advanced registration is required.
Upon registration, you will be contacted with online course details.

To Register –
Register online now! or
Register by phone at   407-499-2887   (lines open 24/7)
Upon registration you will be contacted with online course details.

Suggested Donation ~
Suggested Donation for this online course is not mandatory, but requested from those who can. Please make a donation of $20 to Ronald McDonald House Charities Central Florida at rmhccf.org.

 

TAX & INCOME PLANNING STRATEGIES FOR 2020 AND BEYOND

A LIVE, ONLINE COURSE FOR THOSE 55 AND UP TEACHING THE PRINCIPLES OF SOUND
TAX & RETIREMENT INCOME PLANNING

Plus, learn how the current state of the economy could affect your retirement income.

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.

Tax Planning Should Play A Key Role In Your Retirement Income Strategy!

Learn How:

• The NEW TAX LAWS in the Secure Act will affect your retirement planning
• To understand the reasons taxation changes
• To calculate and make the most of Required Minimum Distributions now that they have been changed!
• To understand IRAs and all pre-tax accounts
• To decide if you should convert your IRA to a Roth IRA
• To make the most of what you have and stay within your tax bracket
• To simplify your personal finances through account consolidation
• To make your money last!

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.

Optional Consultation ~

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