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Retirement Tax Basics Online Workshop

  • Location: Online
  • Host: PlanningCommunity.org
  • Select a location to find the available times

All Community Events Now Online! Attend From Home At No Cost!

Attend This Event And Learn:

  • How rising tax rates may dramatically reduce a persons retirement income
  • Common mistakes people make causing them to pay more tax than required
  • The new tax rules and how they impact retirement
  • Why your marginal tax rate may be higher than you think
  • Roth conversion mistakes and steps you can take to prevent them
  • Strategies to protect against a potential tax increase
  • How withdrawals from IRAs and 401(k)s could cause you to lose up to one-third of your Social Security
  • Strategies that ensure you will receive your Social Security tax-free
  • How lost deductions may affect a persons retirement
  • Ways to potentially protect yourself against a downturn in the market
  • And so much more

Why Attend This Event

The world (and tax policies) are changing for people in or near retirement and we think it’s important people stay informed.


From our nation’s growing debt load we need to prepare for the possibility of drastically higher taxes over the next 10 years.


At the event we will cover simple, yet effective strategies that can protect you from a potential increase in taxes.


Nothing will be sold at this event and you can submit questions! Just use the form to find available dates...