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Date/Time:
09/23/2021 at 6:30 pm - 8:30 pm

Location:
Thurman White Forum Bldg at University of Oklahoma - Room A-1
1704 Asp Avenue
Norman, OK 73072


TAX & INCOME PLANNING STRATEGIES FOR 2021 AND BEYOND
In Person Class
Course Code: TRMUK0923

Important Safety Note: 
For your continued safety, seating will be limited to allow for social distancing.

This is a 2-Night Event – Thursdays – 9/23/21 & 9/30/21


This Course is offered FREE of charge
but
Advance Registration is Required
Register on-line now or
Register by Phone     405-337-9277     Lines Open 24/7

TAX & INCOME PLANNING STRATEGIES FOR 2021 AND BEYOND

In Person Class

A CLASSROOM 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 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, 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 how 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!

Special Section ~

During this class, we will also address the current economic environment and how it could affect your tax planning, your Required Minimum Distributions, and your retirement income plan. We will provide answers to common financial concerns and offer strategies that could help you protect your savings and retirement income.

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 tax and/or retirement strategies, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for course attendees, but is not required.

Reserve Your Spot

Bookings are closed for this event.


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