Upcoming Classes

Dinner Workshop: Taxes in Retirement

When you retire, you leave behind many things – the daily grind, commuting, maybe your old home – but one thing you keep is a tax bill.

Since each person’s tax situation is unique and the tax rules can change from year to year, it can be challenging to get accurate and timely information. Our presentation is designed to provide a purely educational setting where you can gain the knowledge required to make informed decisions about your planning.

Advanced Discussion Topics:

• Taxes in Retirement – What’s changed, what’s still important, and what it means for you.
• New Presidential Administration – Potential changes and their impact on your financial future.
• Historically Low Tax Rates – Are you taking full advantage of them?
• IRA Exit Strategies – How the SECURE Act of 2019 could affect your retirement and legacy planning.
• Roth Conversions – Should you consider this strategy for your retirement plan? How could it impact Social Security and Medicare?
• Income Planning – How a written plan could help manage taxes in retirement
• Zero-Tax Retirement – Could you qualify for it?
• Small Business Owners – Strategies to help plan for a tax-efficient retirement.

FIND OUT IF THIS EVENT IS RIGHT FOR YOU