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Taxes in Retirement

Sep 09
  • Thu / September 9, 2021
    THRU
    Thu / October 7, 2021
  • 6:00 pm - 8:00 pm

The “Tax Cuts and Jobs Act” was the biggest change to the tax code in 30 years. The Secure Act brought us new retirement
rules. Are you ready to learn how these tax changes affect your retirement and what you’ve worked so hard for all your
life? Proactive tax planning is now more important than ever. Learn new retirement strategies that can help you avoid costly mistakes and minimize those nasty tax surprises through all stages of your retirement. Do you understand your qualified and non-qualified retirement accounts and their tax implications? Do you know about provisional income and how it determines your taxes on your Social Security? Are you prepared for the new RMD rules and their effect on your retirement? If you have attended our Social Security Maximization class in the last few years, this is the class you need to go further into planning your
retirement. We will share case studies and strategies that you can take to your tax preparer to help you understand and avoid
tax liabilities and hidden tax penalties, including Roth conversions and wealth transfer to the next generation. Discount:
$5/person discount for two registered together.

– OFFERED IN MARSHALLTOWN-

Class ID 8235               $25
10/7 Thu 6:00 pm – 8:00 pm

Class ID 8236               $25
11/9 Thu 6:00 pm – 8:00 pm

Class ID 8237               $25
12/9, Mon 6:00 pm – 8:00 pm

– OFFERED IN IOWA FALLS –

Class ID 8234              $25
9/9 Thu 6:00 pm – 8:00 pm

Class ID 8238                $25
1/13, Thu 6:00 pm – 8:00 pm