Date/Time:
Saturday, June 22nd at 10:00 am - 2:00 pm

Location:
Optimist Park Community Center
5900 Whittier Drive
Raleigh, NC 27609

TAX & INCOME PLANNING STRATEGIES FOR 2024 AND BEYOND
In Person Class
Course Code: TJCOP622

This Course is offered FREE of charge but
Advance Registration is Required
Register on-line now or
Register by Phone     877-892-7088     Lines Open 24/7

TAX & INCOME PLANNING STRATEGIES FOR 2024 AND BEYOND

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

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.

You Will Learn How To:

• Plan your retirement income based on the new rules
• Determine your risk tolerance and retirement income needs
• Mitigate or eliminate taxes on your retirement accounts
• Optimize your IRS-required minimum distributions
• Protect your assets from inflation and market volatility 
• Make your money last and still leave a legacy

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.