Taxes in Retirement

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