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Barrington Park District - Langendorf Park - Sullivan Room

235 Lions Dr.

Sullivan Room

Barrington, IL 60010

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Taxes in Retirement

About this Event

David Schlossberg of the AFEA East Dundee, IL Chapter, has many years of experience in the financial services industry. He brings “real world” experience to the classroom, conveying the subject matter effectively by including illustrations of real life scenarios that make the content easy to understand. These educational courses will cover the most relevant and challenging financial topics Americans face today.

Taxes In Retirement

Efficiently managing your taxes involves many intricate details and strategies — and a clear under-standing of any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.

WHAT YOU WILL LEARN

• How & why the marginal tax system differs, to your detriment, in retirement years

• Whether you really will take money out of your IRA at a lower tax bracket

• How the provisional income calculation on your Social Security affects your taxes

• How Capital Gains and Dividends impact your overall tax liability in retirement

• The difference between deductions, exemptions and credits on your tax return

• The nine different pieces of the tax system

• How IRA Required Minimum Distributions work and affect your tax liability

• How Social Security is taxed

• How & why Medicare premiums may increase as a result of your income

• The tools that can be used for tax control

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Date and Time

Location

Barrington Park District - Langendorf Park - Sullivan Room

235 Lions Dr.

Sullivan Room

Barrington, IL 60010

View Map

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