Are you concerned about losing money in retirement due to inadequate tax planning? Don't worry, we've got you covered. Join our critical program, 'Savvy Tax Planning,' where you'll gain invaluable insights and expert strategies to craft a solid tax plan for your retirement. Take charge of your financial future and ensure you keep more of what you've worked so hard to save. Don't let taxes erode your retirement nest egg – let us help you navigate the complex tax landscape and make informed decisions for a financially secure retirement.
What You Will Learn:
• The critical tax question you must answer BEFORE retirement
• The surprises that often make retirement more expensive
• What the Social Security “tax trap” is and how you can avoid it
• Why tapping assets in the wrong order can trigger higher Medicare premiums
• Why you need to manage taxes even before you retire
• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
• Mistakes to avoid when it comes to your investment portfolio, health care, and estate
• Tools that you can use to help minimize your retirement tax bill
AS AN ADDED BONUS FOR ATTENDING THIS COURSE
All course attendees will automatically receive a FREE membership to the American Financial Education Alliance (AFEA) where you will gain 24/7 access to the following:
Information and Legal Disclosure about AFEA
AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.
Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.
Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.
