Prepare Taxes in Retirement Course Webinar – Erie, PA - The Prepare Institute: Preparing Americans for Retirement

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Prepare Taxes in Retirement Course Webinar – Erie, PA

June 16 - December 31

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 webinar will focus on strategies to minimize the high impact of taxation over the rest of your lifetime.

  • This webinar 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

Details

Start:
June 16
End:
December 31

Venue

Erie, PA
PA 16508 United States + Google Map
Phone:
724.315.5062

Other

Course Instructor
Walt West
Phone Number
724.315.5062