Tax Planning for Retirement
In Person Class
Course Code: T19480C

This Course is offered FREE of Charge
Advance Registration is Required.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone    877-892-7088     (lines open 24/7)

TAX PLANNING FOR RETIREMENT

Who Doesn’t Want to Minimize their Tax Liability?

Planning and managing your taxes in retirement is crucial and the choices you make today could affect your tax liability in the future.

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.

In this course, we will discuss how your retirement assets are taxed, how the most recent tax code changes could affect you, and how the choices you make today could affect your tax liabilities in the future.

You will learn time-tested tax planning strategies designed to optimize your retirement assets and minimize the tax liability on your retirement income sources, allowing you to keep more of your hard-earned money.

We will discuss these important topics and more:

• The ways in which your different assets are taxed
• How recent and upcoming tax code and income tax rate changes could impact your retirement planning
• The difference between Tax-Deferred accounts and Tax-Advantaged accounts
• Minimizing tax liability on your IRA distributions
• Using Roth IRA tax laws to your advantage
• Avoiding marginal tax rate increases after retirement

Join us for this insightful class and gain confidence through financial education!