Prepare Taxes In Retirement Course – Braintree, MA

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.

How to leverage the NEW Secure Act 2.0 to maximize tax savings
Avoid a 50% penalty tax on your required minimum distributions (a common advisor mistake)
How to 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 2.0 Law, and 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