Date/Time:
Tuesday, September 28th at 6:30 pm - 8:00 pm

Location:
Oak Grove Community Center
100 Ridge Mill Court
Acworth, GA 30102

TAX & INCOME PLANNING STRATEGIES FOR 2021 AND BEYOND
In Person Course 
Course Code: TMKOG0928

 

This is a 2-Night Event
Tuesdays – 9/28/21 & 10/5/21

Advance Registration is Required
Register on-line now or
Register by phone     678-730-7099    Lines open 24/7

Suggested Donation of $29 and spouses may attend at no cost.
All proceeds support The American Cancer Society
Please bring your check to class – made payable to The American Cancer Society

 

Come and learn how to PLAN YOUR TAXES rather than just PREPARE them! Plus, learn how the current state of the economy could affect your retirement income.

TAX & INCOME PLANNING STRATEGIES FOR 2021 AND BEYOND

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

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

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 been 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 
• How to make your money last!

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. 

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