Tax & retirement reform has been more prominent for Americans in the past five years than perhaps any other period in recent history. The new tax law changes might usher in changes to the way taxes affect your retirement assets and legacy. With tax-efficiency at the core of a solid retirement strategy, staying informed on how important tax law changes may affect you and your family is pivotal. This workshop is designed to help you determine the steps necessary to minimize taxation of your assets and maximize income in retirement. It’s all about what you KEEP!
Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today’s latest legislation, how you could be affected, and strategies to create your own tax-free retirement.
Workshop Highlights
- Determine how the New SECURE ACT 2.0 might shape your financial future
- Learn how Trump 2.0 will impact your retirement
- Understand the tax implications of RMDs
- Understand how to reduce taxation of your Social Security benefits
- Determine which account(s) to begin withdrawals for retirement income
- Create your own tax-free retirement strategy
