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In-Person Events
Educational Workshop - Taxes in Retirement
Available Dates:
Wednesday, May 1st at 6:00pm
Wednesday, May 2nd at 6:00pm
About This Workshop
Tax rules, legislation, and financial strategies are constantly changing. Understanding how these factors will impact your retirement can mean the difference between living the retirement you want, or having to adjust your standard of living in your later years.
Join us for an educational workshop to learn more about how the current tax landscape may impact your retirement.
Agenda
Understand the current Administrations proposed tax changes.
Details on recent changes brought by the SECURE Act & elimination of the Stretch IRA strategy.
How to assess the benefit of, and properly execute, a Roth Conversion strategy.
Discuss possible tools and strategies available to retirees for potential tax issues.
How rising taxes may impact your retirement cash flow and legacy?
Look at how lost deductions may impact your taxes in retirement.
Ways to potentially protect yourself against volatile market conditions.
Common misconceptions about taxes in retirement.
Strategies to help protect yourself against the taxation of your Social Security income.
Workshop Location:
Statesville Fitness & Activity Center
1875 Simonton Rd, Statesville, NC 28625