Purpose of Meeting
Statement of Purpose
Our seminar’s purpose is to educate pre-retirees and retirees on the critical impact taxes can have on retirement income. As retirement approaches, many individuals transition from earning a paycheck to drawing from Social Security, pensions, IRAs, 401(k)s, and other investment accounts. Understanding how these income sources are taxed is essential for maximizing income, preserving wealth, and avoiding costly tax mistakes.
This seminar will provide attendees with practical strategies to help:
Minimize federal and state tax liabilities in retirement
Understand how withdrawals from different retirement accounts are taxed
Avoid tax traps that could affect Social Security benefits and Medicare premiums
Plan for Required Minimum Distributions (RMDs)
Coordinate income sources to create tax-efficient retirement income plans
By the end of the seminar, participants will be better equipped to make informed financial decisions that align with their retirement goals and help secure a more tax-efficient financial future.