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Course Categories > Personal Enrichment > Planning for Your Future

Avoiding the Tax Traps of Retirement   

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

Albert Einstein once said that the “hardest thing in the world to understand is income tax.” And he never had to deal with RMD’s, QCD’s, QBI’s, Provisional Income, and IRMA’s. People consistently pay more tax in retirement than they need to because of a confusing system that contains hidden taxes, traps and penalties. Learn to keep more of your income and avoid the consequences of paying more tax than necessary. Topics include:

• A review of recent Major Tax Law Changes
• Social Security, Medicare and Taxes
• Tax Planning in Pre/Early Retirement
• Taxes During Retirement & Estate Planning

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.

 

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