Venue : Evergreen public Library
Address : 5000 County Hwy-73
City : Evergreen
State : Colorado
Zip Code : 80439
Room :
Class Start at : Wed, 08-Apr-2026, 05:30 PM - 07:00 PM
Special Instructions : What are the building blocks for a dynamic retirement plan that can be modified as your needs and financial goals evolve? How do you diversify your investment portfolio and asset mix to create greater tax efficiency, liquidity and the specific type of tax free income that does not get included for taxation of social security benefits? Whats the difference between IRAs and qualified retirement plans, and why does this matter? What happens during a divorce or if you have a non citizen spouse? I will also touch upon strategies that convert taxable income streams into more tax favored or tax-free options, and so much more!
Planning for a Tax free Retirement
This two hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. This course is designed to take the confusion out of retirement planning and empower you to understand your finances and design a plan based on sound principles and safe practices. This course will show you how to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income. Upon completion you will know how to properly allocate your assets, accurately devise a plan for Tax Free income that will last throughout your retirement, and how to take advantage of little known investment vehicles that will help you both achieve your tax free retirement goals and leave a legacy to your loved ones as well.
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