Have a Tax Plan in Place
Maximize Your Tax Dollars
You have spent your entire life paying part of your hard earned cash to Uncle Sam. Now it’s time to retire and you want to minimize the dollars you pay in taxes.
What Will You Learn?
In this class we will provide you with information and strategies to help lower your tax burden in your golden years.
Along with answering questions on Social Security and investment options you with learn many tips and have questions answered on additional topics:
*We use Qualified Financial Professionals to present each class
Just a few of the questions you will have answered are:
New strategies to potentially cut your retirement income taxes.
As tax laws change so do tax saving strategies. You learn what strategies might work for you.
What is the Secure Act and how this Tax Reform Bill may impact Social Security and Retirement Planning.
The Secure was passed in 2019 and changes the way retirement investments can be distributed to retirees and their heirs. Learn how this might impact you.
How to forecast your retirement income, identify income gaps, and create possible solutions.
Lower taxes mean more dollars in your retirement pocket. Learn how to make sure you have enough income for retirement.
Strategies to protect yourself from taxation.
Tools and strategies available to retirees to develop a retirement tax-advantaged strategy and protect yourself from taxation of your Social Security income.
How to limit taxation on Required Minimum Distributions (RMD).
Based on your age and personal situation the government has rules for minimum distribution. Learn ways to save important tax dollars.
How to fully maximize the value of your IRA, 401K, 503B or pension alongside Social Security and Medicare.
By making the right decisions on Social Security, Medicare and distributions you maximize your retirement income while saving on taxes.
The New Tax Reform Rules and why we may have a golden but limited window of opportunity to drastically reduce future taxes.
Timing is extremely important in retirement and making the right decision at the right time can earn you dollars and same on your tax burden.
Each class has a question and answer segment.
Get Started Now.
Schedule an Analysis or Private Meeting with one of our Qualified Financial Professional
