Welcome to AFEA:: American Financial Education Alliance

Event Date : 10-JUN-2025
Event Location :
The Point at Otterbein University
60 Collegeview Rd
Westerville, Ohio 43081
Price : $ 0
Instructor: Joe Overfield

Complete the form below to register for this course.

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EVENT LOCATION

Venue : The Point at Otterbein University

Address : 60 Collegeview Rd

City : Westerville

State : Ohio

Zip Code : 43081

Room : Room 164

Class Start at : Tue, 10-Jun-2025, 06:30 PM - 08:00 PM

Special Instructions : Class located in Room 164

Course Description

Taxes in Retirement

What you will learn

Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of
any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in
Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet
your financial goals.

WHAT YOU WILL LEARN
• How and why the marginal tax system differs in your retirement years to your detriment
• Will you really take money out of your IRA at a lower tax bracket than you put it in
• Understand the provisional income calculation on your Social Security payments.
• Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement
• The difference between deductions, exemptions and credits on your tax return.
• Know the 9 different pieces of the tax system
• How IRA Required Minimum Distributions work and effect your tax liability
• How Social Security is taxed
• When Medicare premiums can increase as a result of your income
• Get to know the tools that can be used for tax control

This workshop is strictly educational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.