Taxes In Retirement Financial Literacy Class

Taxes In Retirement Financial Literacy Class

Tuesday, January 7, 2025 (6:30 PM - 8:30 PM) (CST)

Description

Join us for a FREE Financial Literacy Course covering Taxes in Retirement. It is never too early or too late to learn about how Taxes can affect your retirement goals.

Free registration can be completed here : https://www.myafea.org/event/13253 

WHAT YOU WILL LEARN • How and why the marginal tax system differs 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 differently in retirement • The difference between deductions, exemptions and credits on your tax return. • Know the 9 different pieces of the tax system • How IRA Required Minimum Distributions work and effect 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

Benedictine University
5700 College Road Goodwin Hall Room 321
Lisle, IL 60532-2851 United States
Event Contact
Ashley Currie
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Tuesday, January 7, 2025 (6:30 PM - 8:30 PM) (CST)
6:30PM - 8:30 PM
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