We've all heard that "Knowledge is Power." Being well-informed on key issues such as the impact of taxation in retirement planning could prove to be the foundation of an abundant retirement.
Recently passed by Congress, The Tax Cuts and Jobs Act that took effect January 1, 2018 contains some of the most sweeping changes the tax code has seen in over 30 years. With tax-efficiency at the core of a solid retirement strategy, staying informed on how important changes may affect you and your family is pivotal. This workshop is designed to help you determine the steps necessary to minimize taxation of your assets and income in retirement. It's all about what you KEEP!
This workshop is designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today's latest legislation, how you could be affected,and strategies to create your own tax-efficient retirement.
This course will help you:
• Learn how NEW tax legislation could affect your retirement income
• Uncover the "Real" Tax System
• Understand the tax implications of RMDs
• Understand how to reduce taxation of your Social Security benefits
• Determining which account(s) to begin withdrawals for retirement income
• Create your own tax-efficient retirement strategy
What topics will be covered?
• Overview of new Tax Cuts & Budgets for 2018.
• Tax-Deferred vs. Tax-Free Retirement.
• How Social Security benefits are taxed.
• How Required Minimum Distributions (RMDs) Work and How to Minimize them.
• Uncovering the "Real" Tax System.
• Strategies to help minimize taxes in retirement.
• Tax-Advantages of Traditional
WORKSHOP-STYLE CLASS ON THE
IMPORTANCE OF TAXES IN RETIREMENT.
THE ROY K. "SONNY" WATSON HEALTH SCIENCE BUILDING
80 COHEN WALKER DRIVE | WARNER ROBINS, GA 31088
CLICK HERE TO RSVP ONLINE
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