5601 West Loop S. - Houston, TX 77081
CLICK HERE TO REGISTER
Are You Ready For Retirement?
Post-retirement tax planning is often more difficult than planning for retirement. You are managing your entire nest egg, not collecting paychecks anymore, and have less time to recover from potential mistakes. When you retire, your financial objectives, time horizon, and investment choices will most likely change. We discuss how to transition from your retirement plan to your post-retirement income plan. This real-world learning approach makes attending this course both entertaining and informative.
In this course, you learn time-tested strategies for tax planning designed to make the most of your retirement income. We apply these strategies by comparing various rules and requirements so you can see how different choices affect your retirement savings.
Get Answers To Your Questions Like:
- Should you convert our IRA to a Roth IRA?
- Are tax rates rising and will this effect me in retirement?
- What are required minimum distributions?
Learn time-tested strategies for tax planning designed to make the most of your retirement income, and see how different choices affect your retirement savings. Our real-world learning approach makes attending this course both entertaining and informative.
Tuesday Class Session
September 25th
&
October 2nd
6:30pm-8:30pm
(Classroom # C108A)
CLICK HERE TO REGISTER