If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
That is why we’ve developed a special course that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.
Our course will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our course, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
Common misconceptions about taxes in retirement
Understand the official new tax reform rules and their impact on your retirement
Strategies to help protect yourself against the taxation of your Social Security income
The changing rules for a retiring generation of baby boomers
Possible tools and strategies available to retirees to help develop a retirement tax strategy
How rising taxes may affect your retirement cash flow
How lost deductions may affect your taxes in retirement
A basic overview of the tax rules as they apply today
Please reach out to us if you have any questions about this year’s event.