Taxes in Retirement

If you’re approaching or already in retirement, it’s important to understand how current tax regulations, including recent changes, can affect your retirement income without you even knowing.

By attending this seminar, you’ll learn about the most up-to-date and comprehensive information regarding retirement taxation—and how to potentially save thousands of your hard-earned dollars.

This includes efficient ways to manage your income sources - whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. With this knowledge, you’ll be better prepared to develop a successful retirement tax strategy that could help protect your income from excessive taxes and ultimately help you save more money.

At the workshop we will cover:

• Common misconceptions about taxes in retirement.
• Will taking RMDs push you into a higher tax bracket?
• Possible tools and strategies available to help develop a retirement tax strategy
• The new administration’s tax changes and how they could alter your retirement plan
• Strategies to help protect yourself against the taxation of your Social Security income
• Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability
• The SECURE Act 2.0 and what this legislation means for you
• How Real Estate investments can impact your taxes in retirement