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Learn How the New Tax Laws May Affect You

This is your chance to hear from a Certified Financial PlannerTM and a licensed CPA on the recently passed Tax Cuts and Jobs Act of 2017. You'll learn how you may be impacted now and strategies that may potentially reduce future taxes thoughout retirement.

Topics Include:

  • Relevant Changes to Personal Income Tax under the Tax and Jobs Act of 2017
  • Impact of the Tax Cuts and Jobs Act on Retirement Income Streams
  • Treatment of Capital Gains and Qualified Dividends
  • Potential Taxes on Social Security Benefits
  • Required Minimum Distributions
  • Tools & Strategies Available to Middle Income Retirees

The presentation will include examples and case studies along with handouts to help you after the workshop.


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