Tax Reduction and Estate Planning Strategies
In Person Class
Course Code: tpffb430

COURSE REGISTRATION –
Register Online Now or
Register by Phone by calling      866-957-7295      Lines open 24 / 7

Tuition is $35 and a spouse or guest may attend at no charge.
OR – If you would like to attend all 3 classes as shown on the invitation for just $59 – Click HERE

When registering you will be directed to a PayPal Site. You do not need a PayPal account – simply use your debit or credit card.

TAX REDUCTION & ESTATE PLANNING STRATEGIES

Understanding, planning and managing your taxes more vital than ever when you enter retirement. You will be managing your entire nest egg, not collecting paychecks from your job, 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 and estate planning strategies designed to make the most of your retirement assets, minimize – or even eliminate – your tax liabilities, and protect your legacy.

We will discuss these important topics and more: 

• Legislative and Tax Law Changes – Understanding how current tax laws can affect your retirement, and what the upcoming income tax rate changes could mean to your financial future
• Taxation – Understanding the ways in which your different assets are taxed
• Taxable, Tax-Deferred and Tax-Advantaged Accounts – Understanding the important difference and finding your ideal balance of Taxable, Tax Deferred and Tax-Free money
• Tax Reduction – Developing a tax-free retirement income
• Retirement Accounts – Minimizing the taxes on your IRA/401(k) Required Minimum Distributions
• Roth IRAs and 401(k)s – Using Roth IRA tax laws to your advantage – before tax rates go back up
• Estate Planning Essentials – Avoiding living and death probate and maximizing your legacy

Interested in attending all 3 Classes as described on the invitation – Click HERE to register for the series.