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The Secrets of Retirement Taxation: 01/18/2022

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Hyatt Place Detroit/Utica

45400 Park Avenue

Utica, MI 48315

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Learn basic and advanced strategies that are utilized to minimize and avoid over-paying taxes during your retirement years.

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This course will help you understand how taxes (including the new changes) impact your retirement and how you can reduce or eliminate taxes on your income. Upon completion, you will be better positioned to develop a successful strategy to reduce and avoid overpaying taxes throughout your retirement.

WHAT YOU WILL LEARN

• How the new tax reform rules will impact your retirement

• How to diversify income sources in retirement to control tax liabilities

• Tools and strategies to help develop a tax-free retirement

• The hidden tax traps of IRAs and other retirement accounts and how to avoid overpaying taxes on them throughout retirement

• How to determine which accounts to withdrawal income from first to minimize taxes

• How to prepare for Required Minimum Distributions

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Date and time

Location

Hyatt Place Detroit/Utica

45400 Park Avenue

Utica, MI 48315

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Organizer Retirement Learning Academy®

Organizer of The Secrets of Retirement Taxation: 01/18/2022

Retirement Learning Academy® is an education and advocacy organization dedicated to increasing financial literacy among retirees and those approaching retirement.

 

The Academy was established by seasoned veterans in the financial industry who saw the need for a better way to share the industry's knowledge and expertise to people who need it most.

 

We offer educational classes in a variety of learning settings and locations. Our courses teach a balanced and disciplined approach to financial planning on a variety of retirement-related topics.

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