TAX & INCOME PLANNING STRATEGIES FOR RETIREMENT
In Person Class
Course Code: TJCPRM311

This Course is offered FREE of charge but
Advance Registration is Required
Register on-line now or
Register by Phone     866-828-2295    Lines Open 24/7

TAX & INCOME PLANNING STRATEGIES FOR RETIREMENT

How planning your taxes versus just paying taxes allows you to keep more of your income!

Understanding, planning, and managing your taxes is more vital than ever when you enter retirement. You will be managing your entire nest egg, not collecting paychecks anymore, and have less time to recover from potential mistakes. Prudent management of your taxes in retirement requires specific strategies based on your personal circumstances, as well as an understanding of the most recent tax code changes, and how they could affect your tax liabilities in retirement. When you retire, your financial objectives, time horizon, and investment choices will also most likely change. 

In this course, you will learn time-tested strategies designed to make the most of your retirement assets, and to minimize – or even eliminate – your tax liabilities on your retirement income sources, allowing you to keep more of your hard-earned money. 

We will discuss these important topics and more:

• How the LATEST TAX LAWS in the Secure 2.0 Act will affect your retirement planning
• What the upcoming changes to income tax rates could mean for your financial future
• Understanding how your investments are taxed and the reasons taxation changes
• Calculating and making the most of Required Minimum Distributions
• The difference between Tax-Deferred accounts and Tax-Advantaged accounts
• Minimizing tax liability on your IRA distributions
• Understanding IRAs and all pre-tax accounts
• Using Roth IRA tax laws to your advantage
• Simplifying your personal finances through account consolidation
• Making the most of what you have and staying within your tax bracket

Minimize your Taxes? Protect yourself from Risk! Keep more of your income!