TAX & INCOME PLANNING STRATEGIES FOR 2026 and Beyond
In Person Class
Course Code: T19219B

This is a 2-Night Event on Wednesday – 03/25/26 & 4/1/26

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 2026 and BEYOND

TAX PLANNING TO MAKE THE MOST OF YOUR RETIREMENT

In this course you will 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.

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 will discuss how to transition from your retirement plan to your post-retirement plan.

This real-world learning approach makes attending this course both entertaining and informative

YOU WILL LEARN TO:

• Plan your retirement 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 minimize distributions
• Protect your assets from inflation and market violitility
• Make your money last and still leave a legacy

REGISTER TODAY and MAKE THE MOST OF WHAT YOU HAVE!