Reducing Taxes in Retirement

There is no charge to attend but space is limited, so register soon.

Saguaro Library
Phoenix, AZ

August 15th at 3:30pm
2808 N 46th St, Phoenix, AZ 85008
Cross Streets: 46th Street & Thomas Road

Presented by the Foundation for Financial Education, a 501(c)(3) non-profit organization

This free workshop will cover the following topics:

  1. What changed in the tax code this year

  2. How the SECURE Act and the SECURE 2.0 Act have changed retirement taxation

  3. The BIG tax increases scheduled to arrive in 2026 and how to prepare now

  4. How to keep your taxes from going up even though your income went down in retirement

  5. How to build a tax plan around your financial plan

  6. Little known credits and deductions that can reduce your taxes

  7. How to limit the taxation of social security and avoid income-related Medicare premium adjustments

  8. How market volatility can create tax headaches and tax opportunities

  9. The biggest mistakes retirees make when it comes to tax

DO YOU KNOW HOW TO PROTECT YOUR RETIREMENT INCOME FROM THE IRS?

Taxes are likely the largest expense you will have in retirement. Learn how to minimize your tax so you can maximize your income.

Taxes in retirement are complicated. The IRS wants a portion of your hard-earned retirement savings, which may include your IRA, 401(k), Social Security, and even your pension. Fortunately, there are effective strategies to minimize your tax liabilities.

The Foundation for Financial Education, a 501(c)(3) non-profit organization, is excited to invite you to our upcoming workshop titled "Reducing Taxes in Retirement." This free workshop aims to provide you with invaluable insights and practical strategies to enhance your understanding of tax management and create a personalized tax plan tailored to reduce the amount of money you give to the IRS during your retirement years.

Join us at the Saguaro Library in Phoenix for this informative workshop, taking place on Tuesday, August 15th, 2023, from 3:30pm to 5:00pm. This event is open to all, although its content is most relevant to individuals and families with investable assets exceeding $250,000. By attending, you will receive the most up-to-date and comprehensive information on retirement taxation. You'll gain knowledge on efficiently managing your various income sources, such as Social Security, IRAs, 401(k)s, pensions, investments, and more, with the primary goal of minimizing your tax burden. Equipped with this valuable knowledge, you will be empowered to develop a successful retirement tax strategy, potentially saving you money by preventing excessive taxation.