Tax Planning for Retirement
In Person Class
Course Code: T19026B

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)

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TAX PLANNING FOR RETIREMENT

What you need to know NOW to avoid paying too much LATER!

Who doesn’t want to minimize their tax liability?

This class will help you understand how your assets are taxed, the most recent changes to the tax code, how these changes could affect you, and the time-tested strategies to minimize your tax liability.

We’ll discuss these important topics and more: 

• Tax Planner vs. Tax Preparer – Tax Preparers look back, tax planners look forward
• How strategic Roth Conversions can dramatically reduce lifetime taxes, including real world examples of converting large balances at historically low effective tax rates.
• How high income can create powerful tax planning opportunities and why every additional $1M earned or saved requires smarter tax strategy.
• The benefits of “Tax Efficient” Asset Allocation
• What are the most beneficial strategies for married couples?
• Discover the biggest threat to your retirement and what you can do about it.

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