Prepare Taxes in Retirement Course – Davidson, NC - The Prepare Institute: Preparing Americans for Retirement

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Prepare Taxes in Retirement Course – Davidson, NC

November 17 @ 6:00 pm - 8:00 pm


Contact your instructor below to register for this class.

Advanced Registration is Required.
In today’s ever changing political environment, tax rates in the future may be drastically different than they are today. Our tuition-free class will focus on strategies to minimize the high impact of taxation over the rest of your lifetime.
This class is designed to help retirees and pre-retirees learn how to:
Avoid a 50% penalty tax on your required minimum distributions ( common advisor mistake )
Build a tax-free retirement
Minimize the taxation of your Social Security benefits
Properly diversify your tax risk among the three taxation structures
Properly use Estate Planning techniques to lessen or eliminate the tax burden to your heirs
Details of the new Secure Act Law
How it can and will affect your retirement plan
New required minimum distribution ages and Stretch IRA rules
How to minimize the taxation affects of this law for your heirs


November 17
6:00 pm - 8:00 pm


Davidson College
N Main Street
Davidson, NC 28035 United States
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Course Instructor
Shawn Lee
Phone Number