Date/Time:
Saturday, December 4th at 9:00 am - 1:00 pm

Location:
Broward College Tigertail Lakes Campus
580 Gulfstream Way
Dania Beach, FL 33004

    THIS CLASS IS NOW FULL. Please consider registering for our next class, offered at the same location. 
Class is offered on Wednesday – December 8, 2021 – 6:00 p.m. to 9:00 p.m. 
To register for the class click HERE

 

Taxes & IRA Income in Retirement
In Person Course
Course Code – TPBG1204

A COMPLIMENTARY ADULT EDUCATION COURSE teaching Simple Steps you can take TODAY to plan for the RETIREMENT you want TOMORROW!

IMPORTANT COVID-19 SAFETY NOTE: 
For everyone’s health and safety, social distancing protocols will be adhered to and seating will be limited in compliance with CDC, state, and local guidelines.

Seating is limited and Advance Registration is Required!
Register on-line now!
Register by phone     800-905-2806     Lines open 24/7

 

TAXES & IRA INCOME IN RETIREMENT

In Person Course

COURSE DESCRIPTION:

This course addresses your biggest concerns and how to protect your retirement from paying too much in taxes. Your instructor will cover the essentials of a long-lasting retirement while keeping a focus on saving your retirement from tax changes. 

You will leave with a much better understanding of the New Biden Tax laws and have the tools, insights, and strategies you need to make informed decisions and confidently build an investment portfolio that will help you pursue your specific needs and goals.

Plus, we will also address the current economy and how it could affect your retirement income planning, tax planning, Required Minimum Distributions, and more. We will provide answers to common financial concerns and offer strategies that could help you protect your savings and retirement. 

KEY CONCEPTS COVERED:

• Receive a paycheck throughout your entire retirement without relying on market returns
• Strategies to help reduce the tax liabilities of your retirement dollars
• The importance of turning taxable assets to non-taxable assets
• Using the tax codes in your favor to enhance your legacy
• Taxable vs. tax free income
• 2021 IRA rules, new SECURE and CARES Act
• Change taxable IRA to tax free ROTH

YOU SHOULD ATTEND …

• If you are concerned about stock market risk, taxes, inflation, or the next recession
• If you like the concept of participating in the markets without taking all the risks
• If you have a fear of running out of money in your retirement
• If you want a better understanding of your IRA/401(k)
• If you want to make an informed decision on Social Security and Pensions

JOIN US FOR SNACKS, FACTS AND GETTING ON TRACK!