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Taxes in Retirement

Taxes in Retirement

Tuesday, September 04, 2018

6:00p - 7:30p EST

Russell Memorial Library

Russell Memorial Library

C. S. Lewis Room
2808 Taylor Road
Chesapeake, VA 23321
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Raleigh Martin, CFP®, AWMA®


Raleigh Martin, CFP®, AWMA®

If you are nearing retirement, or already retired, understanding how taxes impact your retirement income and savings may enable you to pay less taxes on your hard-earned dollars. This is a free educational workshop - no investments or insurance products will be promoted.

The workshop will equip you with the most up-to-date information regarding retirement taxation, including ways to efficiently harvest your Social Security, 401(k)/IRA, annuity, pension and other income sources.

Learn what you need to know about:

  • The new tax reform rules and their impact on your retirement
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and tax strategies available to help retirees
  • Strategies to help protect yourself against taxation of your Social Security income
  • Why you may pay an effective tax rate that is higher than the published brackets

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