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Date/Time:
10/26/2020 at 6:00 pm - 8:45 pm

Location:
Tax and Income Planning Strategies for 2020 and Beyond Live Online Webinar
4635 SW Freeway Suite 162
Houston, TX 77027


TAX & INCOME PLANNING STRATEGIES FOR 2020 AND BEYOND
LIVE ONLINE WEBINAR
Course Code: TPFW1026


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

Due to health and safety concerns, this course is now being taught LIVE ONLINE

Tuition (Waived)
In lieu of our normal $30 class tuition, we ask that you make a $30 donation to a local charity of your choice.

Registration
This class is offered FREE of Charge, but Advance
Registration is Required

Register on-line now
or

Register by phone   713-352-1608    lines open 24/7

 

TAX & INCOME PLANNING STRATEGIES FOR 2020 AND BEYOND

LIVE ONLINE WEBINAR


AN ONLINE EDUCATIONAL 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.  

Learn How To:

  • Determine whether the NEW TAX LAWS in the Secure Act will affect your retirement planning
  • Understand the reasons taxation changes
  • Calculate and make the most of Required Minimum Distributions now that they have 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

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.

Reserve Your Spot

Bookings are closed for this event.




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