Efficiently managing your taxes involves many intricate details and strategies – in addition, to have a clear understanding to any changes to the tax code.
To prepare and plan for the future, we would like to invite you to our class, ‘Taxes in Retirement’.
Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.
What You Will Learn
- How and why the marginal tax system differs negatively in your retirement years
- When you take money out of your IRA, will it be at a lower tax bracket than when you initially put it in
- Understand the provisional income calculation on your Social Security payments.
- Understand how Capital Gains and Dividends impacts differently on your overall tax liability in your retirement
- The difference between deductions, exemptions, and credits on your tax return.
- Know the 9 different pieces of the tax system
- How IRA Required Minimum Distributions work and effects your tax liability
- How Social Security is taxed
- When Medicare premiums can increase as a result of your income
- Get to know the tools that can be used for tax management
Tuition Includes
- Workshop workbook and handouts
- Complimentary personal strategy session
Who Should Attend
- Individuals and couples wanting to gain more knowledge and training to help minimize their taxes in retirement
- People who simply want to better understand their taxes options for retirement
Information and Legal Disclosure about AFEA
AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real-world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not-for-profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.
Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.
Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.
This workshop is strictly informational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.
