Prepare Taxes In Retirement Course – Leland, NC

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.

This class is designed to help retirees and pre-retirees learn how to:
Avoid a 50% penalty tax on your required minimum distributions
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 Secure Act 2.0 Law and future change:
– How it can and will affect your retirement plan
– New required minimum distribution ages and rules
– How to minimize the taxation effects of this law for your heirs