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Taxes in Retirement (Part 2)

March 5, 2020 @ 6:30 pm - 8:30 pm


Sandy Library

Two Part Event
3/4 or 3/5 6:30PM
10100 Petunia Way
Sandy, UT 84092


In this class on Taxes in Retirement, you will learn:

  • How and why the marginal tax system differs, to your detriment, in retirement years
  • Whether you really will take money out of your IRA at a lower tax bracket
  • How the provisional income calculation on your Social Security affects your taxes
  • How Capital Gains and Dividends impact your overall tax liability in retirement
  • The difference between deductions, exemptions and credits on your tax return
  • The nine different pieces of the tax system
  • How IRA Required Minimum Distributions work and affect your tax liability
  • How Social Security is taxed
  • How and why Medicare premiums may increase as a result of your income
  • The tools that can be used for tax control


You’ll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the class.



March 5, 2020
6:30 pm - 8:30 pm


AFEA Sandy Library
10100 Petunia Way
Sandy, UT 84092 United States
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Date Attending:
Second Date


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