What will be the biggest risk that you’ll face in retirement?
For some, taxes could become their largest expense in retirement while the possibility of future tax rate increases could prove to be their greatest risk.
To further complicate matters retirement plan withdrawals, Social Security benefits and many other aspects of retirement are all interconnected and potentially impacted by taxes.
As long as a person uses legal methods to reduce taxes, spendable income in retirement can increase without increasing exposure to risk of investment losses.
This course was designed for those who are retired or approaching retirement. Its emphasis is on the importance of taking a more forward facing view of taxes and planning. Attendees will learn details of Social Security benefit taxation, including how different sources of income can either increase or reduce those taxes. And the course will explore Roth conversion strategies as well as other ways to create a more tax-efficient retirement.
The objective of this course is to identify possible opportunities to reduce taxation of Social Security benefits, retirement plan withdrawals and Medicare surcharge premiums so that attendees will be better prepared to discuss these topics with their tax professionals and financial advisors.
THIS COURSE WILL HELP YOU UNDERSTAND:
Uncle Sam's share of your retirement accounts
Opportunities to reduce or eliminate Social Security taxation
The hidden "tax" of Medicare premium surcharges
When to consider converting to a tax free Roth IRA
Roth conversion strategies
Other tax free cash flow opportunities
How to be tax wise in retirement
Registered attendees receive the interactive Retirement POWr workbook. Throughout the Tax Wise POWr course, this workbook is referenced and attendees are encouraged to complete sections with the information they have learned. Upon completion of the course, this workbook becomes a simple but valuable resource that attendees can use to discuss these issues with their tax professional.
SEATING IS LIMITED SO REGISTER TODAY!
Advance registration is required.
Select a class date from the calendar below to register.
Florida Estate and Retirement Planning Center is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to suit their needs and objectives.
This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site is obtained from sources which we, and our suppliers believe reliable, but we do not guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.
THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Florida Estate and Retirement Planning Advisors, LLC is a An Investment Advisory Firm registered with the State of Florida. Additional information about Florida Estate and Retirement Planning Advisors , IARD226751 is available on the SEC's website at IAPD - Investment Adviser Public Disclosure - Homepage https://www.adviserinfo.sec.gov./.
Copyright 2019 - Advisor POWr - All Rights Reserved