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Why is retirement tax planning critical for even middle-income Baby Boomers?

For most of us, retirement is the first time we’ll have to choose where our income comes from
Here are some of the things to learn about making choices that may reduce taxes in retirement.

Find out why now may be the right time to consider a Roth IRA conversion

Understand exactly what changed with the biggest changes to the tax code in over 30 years

Find out how the SECURE Act has changed legacy planning for IRA owners

Learn about the IRA alternative that could help pay for healthcare AND lower taxes

Learn why the new SECURE Act makes taking advantage of lower tax brackets more important than ever before

Gain more control over savings and give less to the IRS

Meet the Host:


Discover how to pay the minimum on your taxes in retirement


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Phone • Email • Office Address

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Taxes in Retirement Workshop
Jackson College -
Maher Campus
3000 Blake Rd.
Jackson, MI 49201
Tuesday, August 16th
Thursday, August 18th

Learn how a single piece of legislation changed 401(K)s and IRAs and what it could mean for retirement.

Find out who the winners and losers are with tax reform.  

Learn which steps to take that can help make sure Uncle Sam gets as little as possible.

Discover why 401(k)s, IRAs, and 403(b)s could be the least tax-efficient accounts you own when you retire.

We will discuss the following: 
Learn how to pay the minimum in taxes when using money in your IRA or 401K. 
Market Volatility
Learn what smart investors do to avoid market losses but still grow their savings. 
Social Security 
Did you know there are 567 ways to claim your Social Security benefits? Learn the easy way to be sure you get the most income!
Understand the recent changes to Required Minimum Distributions and how to avoid costly penalties.
Income Planning
Time your withdrawals from each account to ensure you reduce taxes and get more income!
Avoid Mistakes
Learn how to avoid the most common retirement planning mistakes that could cost you thousands.