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Tax Planning For Retirement


36 Montford Avenue
Asheville, NC 28801 United States



June 29


10:30 am - 11:30 am

Understanding, planning, and managing your taxes is more vital than ever when you enter retirement. You will be managing your entire nest egg, not collecting paychecks anymore, and will have less time to recover from potential mistakes. In this course, we will discuss how your retirement assets are taxed, how the most recent tax code changes could affect you, and how your choices today could affect your future tax liability. You will learn time-tested tax planning strategies designed to make the most of your retirement assets, and to minimize — or even eliminate — your tax liabilities on your retirement income sources, allowing you to keep more of your hard-earned money.

We will discuss these important topics and more:
• How current tax laws can affect your retirement planning, and what the upcoming changes to income
tax rates could mean for your financial future
• The ways in which your different assets are taxed
• How to reduce taxation on Social Security after you start receiving your benefits
• The difference between Tax-Deferred accounts and Tax-Advantaged accounts
• How to find your ideal balance of Taxable, Tax-Deferred and Tax-Free money
• How to minimize taxes on your IRA distributions
• Using Roth IRA tax laws to your advantage
• The ways in which marginal tax rates can increase after retirement, and how to avoid them


Lenoir-Rhyne University – Asheville Campus • Classroom 234 • 36 Montford Avenue • Asheville, NC 28801