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Avoiding the Tax Traps of Retirement   NEW!

Strategies to enhance your income and reduce your taxes through the four stages of retirement.

For the vast majority of Americans, the single biggest expense they will have in retirement will be taxes. People often pay more tax in retirement than expected because of a confusing system that contains hidden taxes, traps and penalties. Learn strategies to help you keep more of your valuable retirement resources and avoid the unintended consequences of paying more tax than necessary. Topics include:
• What is the ‘After-Tax’ value of your retirement accounts?

• Planning for the ‘Tax Traps’ of Social Security and Medicaid.

• How to manage your income and tax bracket effectively.

• Organize your assets for your family’s benefit.

If you are planning to retire in the next 10 to 15 years or are currently in retirement, the information in this ninety-minute class is essential to your financial success.

You may bring your spouse or life partner for no additional fee.
Simply register yourself, then reply to your registration confirmation email with the name of your partner. If you will not be bringing a guest, please respond with "no guest."


Avoiding the Tax Traps of Retirement  
Date: 3/12/2020 - 3/12/2020 Bldg: Donaldson (Main) Room: 125 - Lecture Hall
Time: 6:30 PM - 8:00 PM Location: 1115 North Roberts Helena, MT 59601
Days: Th Sessions: 1 Instructor: Keith Duncan
You may bring your spouse or significant other for free. Fee: $9.50
Class is full. Click the add to Waitlist button below.
We will notify you by telephone if a spot opens up in the class.
Please note that the waitlist does NOT roll over into the next class.


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