Welcome to AFEA:: American Financial Education Alliance

Event Date : 28-MAY-2026
Event Location :
Middletown Township Public Library
55 New Monmouth Rd
Middletown, New Jersey 07748
Price : $ 0
Instructor: Greg Dillon, CFA, CFP and Gio Capodanno, CFP

Complete the form below to register for this course.

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EVENT LOCATION

Venue : Middletown Township Public Library

Address : 55 New Monmouth Rd

City : Middletown

State : New Jersey

Zip Code : 07748

Room : Community Room

Class Start at : Thu, 28-May-2026, 06:30 PM - 08:00 PM

Course Description

Taxes in Retirement

What you will learn

Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of
any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in
Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet
your financial goals.

WHAT YOU WILL LEARN
• How and why the marginal tax system differs in your retirement years to your detriment
• Will you really take money out of your IRA at a lower tax bracket than you put it in
• Understand the provisional income calculation on your Social Security payments.
• Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement
• The difference between deductions, exemptions and credits on your tax return.
• Know the 9 different pieces of the tax system
• How IRA Required Minimum Distributions work and effect your tax liability
• How Social Security is taxed
• When Medicare premiums can increase as a result of your income
• Get to know the tools that can be used for tax control

This workshop is strictly educational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.