Tax Planning Strategies

Date/Time
Date(s) - September 15, 2022
6:30 pm - 8:00 pm

Location
Izzy's at Hillcrest - Heritage Room

Categories

• Tax Planning

Tax Planning Strategies
In Person Workshop
Course Code – tdwkc915

NOTE: VENUE HAS CHANGED TO IZZY’S AT HILLCREST

Advance Registration is Required 
Register on-line now!    or
Register by phone     877-892-7088    Lines open 24/7

TAX PLANNING STRATEGIES

Who doesn’t want to minimize their tax liability?

Prudent planning and management of your taxes can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, the most recent changes to the tax code, how these changes could affect you, and time-tested strategies you can apply today to minimize your tax liability going forward. You’ll learn how to protect your assets from Uncle Sam and keep more of your future income.

We’ll discuss these important topics and more: 

• How to find your ideal balance of Taxable, Tax-Deferred and Tax-Free money
• The different ways in which your assets are taxed
• The difference between Tax-Deferred accounts and Tax-Advantaged accounts
• What the upcoming changes to income tax rates could mean for your financial future
• 3 ways to minimize taxes on IRA distributions, whether you’ve already begun taking them or you’re waiting until you’re required to take them at age 72
• What the February 2022 tax changes for Inherited IRAs means for the money that was left to you
• Paying taxes now or later:  Which makes more sense?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION!

Bookings