Saturday, February 1st at 9:00 am - 1:00 pm Location:
Lenoir-Rhyne University – Asheville
36 Montford Avenue
Asheville, NC 28801
Lenoir-Rhyne University – Asheville
2nd Floor Ballroom
TAX & INCOME PLANNING STRATEGIES FOR 2020 AND BEYOND
Advance Registration is Required
Call – 800-220-6217 or
Mail your Registration form in today
Suggested Donation of $29.
All proceeds support the – American Cancer Society
Please mail your donation check with mailer – or bring to class
Made Payable to American Cancer Society
TAX & INCOME PLANNING STRATEGIES FOR 2020 AND BEYOND
A CLASSROOM COURSE FOR THOSE 55 AND UP – TEACHING THE PRINCIPLES OF SOUND TAX & RETIREMENT INCOME PLANNING
Come and learn how to PLAN YOUR TAXES rather than just prepare for them!
Learn time-tested strategies for tax planning designed to make the most of your retirement income, and see how different choices affect your retirement savings. Our real-world learning approach makes attending this course both entertaining and informative.
You Will Learn How To:
- Use the new Roth IRA tax laws to your advantage
- Face the challenge of outliving your money
- Calculate your IRS-required minimum distributions
- Plan your retirement income based on the new rules
- Understand the reasons taxation will change
- Make the most of what you have and lower future taxes
TAX PLANNING TO MAKE THE MOST OF YOUR RETIRMENT
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.
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, you may arrange to meet privately with your instructor after the course is complete. This consultation is complimentary for class attendees, but is not required.