Tax Advantaged Planning

Course Description

A classroom course for those approaching or in retirement; teaching the principles of sound tax and retirement income planning with emphasis on the tax code changes. This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as taxefficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this class.

Course Objectives

In this course, you will help you understand the recent tax changes and what it means for you and your retirement. The largest tax reform in over three decades is now upon us and may shake up the lives of millions of Americans. It could redistribute the country’s wealth, possibly sway decisions about how you save for retirement and possibly impact you and your family. You will learn what you need to know about the 2019 tax year changes. The time to be prepared is now.

At the end of the course, you will walkaway with the knowledge of:

1. How to reduce or eliminate Social Security Taxation
2. What you need to know about the Trump’s Tax Cuts and Jobs Act of 2017
3. How to reduce your taxes
4. If you should convert your IRA to a Roth IRA
5. New Strategies to dramatically cut your retirement income taxes
6. How to create a tax-free cash flow

Your Reading Material

The course uses the workbook, “Tax Advantaged Planning”. It will be provided for you in the first class.

Course Participation

If you are looking for answers to questions about the new tax laws and how you can manage taxation of benefits, how to reduce your taxes, or if you should convert your IRA to a Roth IRA, then you will believe this course is time and money well spent.
The best way to profit from this course is to follow the interactive workbook and participate in the classroom discussions as you feel comfortable.

Course Instructors

Course Instructors come from the financial services industry. They bring many years of experience to the classroom and enhance the course with “Real World” examples of many of the principles being taught. This course is interactive and your participation is encouraged, but not required.