Prepare Taxes in Retirement Course –Winter Haven, FL - The Prepare Institute: Preparing Americans for Retirement

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Prepare Taxes in Retirement Course –Winter Haven, FL

July 28 @ 6:30 pm - 7:30 pm

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


July 28
6:30 pm - 7:30 pm


Advent Health Fieldhouse and Conference Center
210 Cypress Gardens Blvd.
Winter Haven, FL 33880 United States
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Course Instructor
Brian Pearce
Phone Number