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07/23/2022 at 9:30 am - 11:30 am

Thurman White Forum Bldg. at University of Oklahoma - Classroom B-3
1704 Asp Avenue
Norman, OK 73072

Tax Planning for Retirement
In Person Course
Course Code: TRMUK0723


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     405-939-5856     (lines open 24/7)


In Person Course

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 your choices today could affect your future tax liability.

You will learn time-tested tax planning 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 current tax laws can affect your retirement planning 
  • The ways in which your different assets are taxed
  • How to reduce taxation on Social Security after you start receiving your benefits
  • The differences between Tax-Deferred and Tax-Advantaged
  • Minimizing tax liability on your IRA distributions
  • Using Roth IRA tax laws to your advantage
  • The ways in which marginal tax rates can increase after retirement, and how to avoid them

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

Reserve Your Spot

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