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Educational Income Tax Planning Workshop - WAYNE STATE UNIVERSITY – MACOMB...

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WAYNE STATE UNIVERSITY – MACOMB EDUCATIONAL CENTER Room 145

Wayne State University – Macomb Educational Center 16480 Hall Rd

Clinton Twonship, MI 48038

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"Now that I'm not drawing a paycheck, where is my income going to come from?" Retirement is rated one of life's most stressful events. What is Your Retirement Tax Strategy?

Many retirees enter retirement a bit scared. They have funded their Roth, 401k, and savings accounts. But the question that leaves so many perplexed is, "now that I need that money where do I harvest it from?" It is important to know and understand the potential tax implications of selecting which assets to draw retirement income from. If you would like more information on how taxes impact retirement income sources, this workshop is for you.

At this workshop you will learn:

  • Provide a basic overview of the tax rules as they apply today.
  • Identify misconceptions about taxes in retirement.
  • Discuss some possible tools and strategies available to middle-income retirees to help address taxes in retirement.
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WAYNE STATE UNIVERSITY – MACOMB EDUCATIONAL CENTER Room 145

Wayne State University – Macomb Educational Center 16480 Hall Rd

Clinton Twonship, MI 48038

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