Nov
10
Tue
Taxes in Retirement
Estrella Mountain Community College, Avondale
6:00 pm – 9:00 pm
Taxes in Retirement
How Social Security income is taxed, what required minimum distributions mean for you, and which accounts to draw from first.
What You Will Learn
This course will address the following topics:
- Understanding the official new tax reform rules & their impact on your retirement.
- Common misunderstandings regarding taxes in retirement.
- How the rules have changed for an entire generation of retiring Baby Boomers.
- Tax implications of Required Minimum Distributions (RMDs).
- Determining which account(s) to begin withdrawals for retirement income.
- How Social Security income is taxed and ways for you to potentially keep more.
- Tools & strategies available to help develop a tax-efficient retirement strategy.
- Strategies to help minimize taxes in retirement.
Taught by Experienced Financial Professionals
-
Landon Randall
-
Austin Fetch, CFP®
-
Dayne Ventrone, CFP®
-
Chris Thomas
Choose a date
Upcoming Classes
Attendance requires pre-registration.
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