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Taxes and Retirement



Taxes and Retirement

Wednesday, May 01, 2019

6:30p - 8:00p PST

National University - Rancho Bernardo Campus

National University - Rancho Bernardo Campus

16875 West Bernardo Drive - Room 118
San Diego, CA 92127
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What You Will Learn:

  • Powerful Tax and income distributions
  • How to identify taxes that you may be unknowingly paying
  • Why taxes may be one of your biggest expenses in retirement and why now is the time to address them.
  • How required minimum distributions may increase your tax liability
  • The sources of retirement income - including social security, pension, retirement accounts, and retirement plan distributions - and how they are taxed.
  • The rules, regulations and tax consequences of Qualified Plans (IRA, 401k, 403b) and how to manage them.
  • Getting your estate in order: understanding tax-efficient distribution to your heirs.

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