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Tax Cuts and Jobs Act

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Register Today For Your Tax Cuts and Jobs Act Learning Lab.

When you attend our lab, you can get two complimentary, personalized reports to help you minimize your taxes and maximize your Social Security benefit.

What you don’t know about tax planning can hurt you when the Federal Tax Cuts expire in 2025. Discover how to minimize taxes on your retirement income.

Register Today For Your Tax Cuts and Jobs Act Learning Lab.

When you attend our lab, you can get two complimentary, personalized reports to help you minimize your taxes and maximize your Social Security benefit.

What you don’t know about tax planning can hurt you when the Federal Tax Cuts expire in 2025. Discover how to minimize taxes on your retirement income.

An Educational Presentation On Retirement Tax Planning

Did You Know There’s A Partner In Your Retirement Strategy?

The moment you started saving for your retirement with an IRA, 401k, or other tax-deferred accounts, you entered into a silent partnership with Uncle Sam.

That’s right – when you elected to defer income during your working years, you agreed to give Uncle Sam his cut when you started withdrawing those funds in retirement.

The IRS calls it a Required Minimum Distribution (RMD) – we call it a “Tax Bomb.”

When RMDs increase your annual income, this may bump you into a higher tax bracket and cause your Social Security benefit to become taxable.

Add to this, if your spouse passes away you might be bumped into an even higher tax bracket when you file as an individual.

And if you don’t take the RMD, the IRS could tax the amount you didn’t withdraw as much as 50%.

The Good News – Now Through 2025, Taxes Are On Sale.

On December 22, 2017, the largest tax cut in 30 years became law.

The historically low individual tax brackets provide an excellent opportunity to minimize taxes on your retirement income before the tax cuts expire in 2025.

Our Taxes Learning Lab provides the educational information you need to understand how recent changes in the Federal tax code can help lower your taxes to near-zero.

Topics Include:

  • How to avoid a “Tax Bomb” by timing withdrawals from your retirement accounts.
  • How Required Minimum Distributions (RMDs) can bump you into higher tax brackets plus strategies to help eliminate the added tax burden.
  • What gets taxed, why it’s taxed and by how much.
  • How to leverage the $24,000 standard deduction for married couples to your advantage.
  • Why Roth conversions are more valuable when Federal taxes are low and so much more.
Learning Lab