Taxes in Retirement

Taxes in Retirement

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.

• 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



All course attendees will automatically receive a FREE Membership to the American Financial Education Alliance (AFEA) where you will gain 24/7 access to the following:

  • A Personal Dashboard– multiple financial tools at your fingertips
  • Personal Calendar- schedule of upcoming AFEA events & classes
  • 32 Financial Calculators- Social Security benefits estimator, Roth IRA calculator, 15/30 year mortgage comparison calculator, home budget calculator and many more.
  • Training Videos- AFEA On-Demand brings you financial training videos that you can watch at your leisure, reinforcing the topics and strategies taught in the class
  • Free Personal Financial Coaching- direct access to a Personal Financial Coach via Direct Messaging for financial questions and concerns
  • AFEA’s E-newsletter – up-to-date financial news, tips and advice to keep you on the road to financial success
  • Free Downloads of Popular Periodicals & Reports-
    • Earnst & Young LLP: Retirement Vulnerability of New Retirees
    • Rex Voegtlin: The Top Social Security Misconceptions
    • The Wharton School of Business: Retirement Security and the Financial and Economic Crisis
    • Putnam Institute: Optimal Asset Allocation in Retirement
    • Center for Retirement Research as Boston College: The Social Security Claiming Guide

Information and Legal Disclosure about AFEA

AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.

Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.

Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.



How Would You Like To Join?

Course Instructor OR Personal Financial Coach

General Membership OR Student Registration

Employer OR Organization

Register now