TAX & INCOME PLANNING STRATEGIES FOR RETIREMENT
In Person Class
Course Code: TP19512A

This is a 2-Night Event on Tuesdays – 6/2/26 & 6/9/26

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!

This class will help you understand how your assets are taxed, the most recent tax code changes, and how these changes could affect you. You’ll learn time-tested tax and income planning strategies designed to make the most of your retirement assets!

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 will 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 liability in retirement.

When you retire, your financial objectives, time horizon, and investment choices will also most likely change.

We will discuss these important topics and more:

• How the LATEST TAX LAWS in the OBBA Tax Act of 2025 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
• Maximizing 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

REGISTER TODAY and MAKE THE MOST OF WHAT YOU HAVE!