Taxes in Retirement

6:30 PM - 8:00 PM
Middletown Public Library
Community Room

Event Details

WHAT YOU WILL LEARN

• How and why the marginal tax system diers 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 dierently in retirement

• The dierence between deductions, exemptions and credits on your tax return.

• Know the 9 dierent pieces of the tax system

• How IRA Required Minimum Distributions work and eect 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.
Program presented by Rich Gustafson, Atlas Advisory Group


Event Type(s): Adults
Age Group(s): Adults