Taxes in Retirement seminar

Agawam Public Library

Agawam Public Library

10/6 Taxes in Retirement; 10/8 Retirement Income Planning

750 Cooper Street, Agawam, MA 01001

Upcoming Seminars

6

Oct

Tuesday Evening

6:00 pm - 7:00 pm

8

Oct

Thursday Morning

10:00 am - 11:00 am

TAX STRATEGIES FOR THOSE IN OR NEAR RETIREMENT

Told you will be in a lower tax bracket in retirement but not sure that’s true?

During our time together at this educational workshop, we’ll discuss:

  • Tax Planning strategies and tips you can implement right away

  • Will taxes go up in the future?

  • How to get income from your investments

  • Strategies to pay less taxes from Required Minimum Distributions (RMD)

  • Roth Conversions - Should you do it? If so, how much should you convert?

  • How to plan for the Widows penalty, which can force you to pay nearly double the amount in taxes when one spouse passes

  • How you may be able to reduce or eliminate taxes on your Social Security

At This Educational Workshop You Will Learn:

  • How to create a tax-focused retirement plan

  • How to avoid IRMAA which could cost you to pay more for Medicare premiums in retirement

  • How to avoid critical mistakes that could cost thousands of dollars

  • How to do tax-efficient income planning - which accounts and investments should you withdraw from first?

  • Charitable gifting strategies

  • The rules you need to know when you transition from wealth accumulation to distribution

  • How it may be possible to plan now so you can potentially avoid federal taxes throughout your retirement

10/6 Taxes in Retirement; 10/8 Retirement Income Planning

Spouses are encouraged to attend!

Seating is limited. Register now!

Agawam Public Library 750 Cooper Street, Agawam, MA 01001

Register Now



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The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.


Adults only please. Not affiliated with the Social Security Administration or any government agency.