Prepare Taxes & Healthcare In Retirement Course – Gaithersburg, MD

Advanced Registration is Required.

This is as 1-day tuition-free class.

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.

Learn how to leverage the NEW Secure Act 2.0 to maximize tax savings
Learn why Roth conversions are important
Learn traditional and alternative methods to protect your savings from the impact of long-term care costs
How to build a tax-free retirement
The basics of Medicare Part A & Part B
How to avoid the Medicare penalty, if working beyond age 65
How to determine if a Medicare Supplement or Medicare Advantage plan is best in retirement