Taxes in Retirement

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 tops and receive reminders on key items to help you reduce your liabilities and meet your financial goals

This course includes:

  • 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 IRA Required Minimum Distributions work and affect 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

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