Free Retirement Course @ Utah Tech University

Essential Tax Strategies for Retirement

September 16 (Tuesday)
6:00 PM - 8:00 PM
Udvar-Hazy Building: Room 229
225 S 700 E
St. George, UT 84770
Keep more of what's yours. The new new tax rules have changed, and understanding these changes is critical to your income in retirement. If you're nearing retirement or already retired, you need to understand how it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person's tax situation is unique, and the tax rules can change through the 4 phases of retirement, it can be challenging to get accurate and timely information. That is why we've developed a special seminar that has helped people nationwide navigate the retirement tax maze and keep more of your retirement nest egg.
Attend this seminar and learn about: • How taxes change during the 4 phases of retirement and how recent tax changes could alter your retirement • The different types of investment and retirement accounts • How Social Security & Medicare will affect your taxes • How to effectively do a ROTH conversion • How taking RMDs may push you into a higher tax bracket • Tools and strategies available to help develop a retirement tax strategy • Strategies to help protect yourself against the taxation of your Social Security income
Utah Tech University
Udvar-Hazy Building: Room 229
225 S 700 E
St. George, UT 84770