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Community Event in Carmel:
Taxes in Retirement

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In The Press:

As a precaution for COVID-19 all community events are online until further notice. 

  • What You'll Learn

  • about the community

  • Who this is for

What You'll Learn

  • How the new tax reform rules will impact your taxes in retirement
  • Common mistakes people make causing them to pay more tax than required
  • Roth conversion mistakes and steps you can take to prevent them
  • Ways to potentially protect yourself against volatile market conditions
  • Why going into retirement often increases your marginal tax rate and how you can prevent it
  • Strategies that ensure you will receive your Social Security tax-free
  • How lost deductions can greatly impact the amount of taxes you pay in retirement
  • How rising taxes may affect your retirement cash flow

THE NEW TAX AND FINANCIAL RULES HAVE CHANGED

Understand the potential impact taxes have on your retirement income

This community event will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. 

The concepts discussed in this course are most suitable for those with investable assets of $250k or more

Using the information you'll learn during this online conference you'll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money

There is no cost to attend and you can submit questions! Just register with one of the available dates...

Workshop Registration

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Frequently Asked Questions

Who is the presenter?

Our presenters are professionals within our community. Such as authors, financial advisors, attorneys, or estate planners. They are very knowledgeable and will be able to answer your questions.

Will I be pitched or sold anything?

No. Our events are strictly educational. If you are unhappy, please let us know in the feedback form after the event so we can work towards improving future events.

If the event is full can I be placed on a waitlist?

We offer a waitlist for most events. Please call us at (888) 671-5611 or email [email protected] and we will let you know if a space opens up.

This presentation is strictly informational. No investments will be promoted. It is intended for general purposes only and does not constitute tax or legal advice. You should contact your CPA or Lawyer to obtain advice with respect to any particular matter.

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