Free
Retirement
Course @ Norman P. Murray Community and Senior Center
Taxes in Retirement & ROTH IRA’s
March 4
(Wednesday)
6:30 PM - 7:30 PM
What is Tax Strategy and Why Consider a Roth? Strategic planning is deciding when to pay taxes to maximize future income. Learn about the "three tax buckets," Roth benefits, and how to position assets for flexibility. Whether concerned about rising debt or planning a tax-free legacy, this session empowers you with essential knowledge. Don't leave your future to chance.
What You’ll Learn:
• The "Three Tax Buckets": Master the difference between "Taxed Now," "Taxed Later," and "Tax-Free" assets.
• Roth Conversion Benefits: See how paying taxes upfront unlocks tax-free growth and withdrawals.
• Tax Cut Expiration: Prepare for the scheduled expiration of current tax cuts and the impact on your brackets.
• Legacy Protections: Learn strategies for spouses and heirs to inherit assets without a tax burden.
• Strategic Timing: Identify ideal conversion times, like employment gaps or low-income years.
• And more!
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