Taxes in Retirement (Part 2)

Name: Taxes in Retirement (Part 2)
Start: 2020-03-05T18:30:00-07:00
End: 2020-03-05T20:30:00-07:00
Location: AFEA Sandy Library

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

Free

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.

+ Google Calendar + iCal Export

Details

Date:: March 5
Time:: 6:30 pm - 8:30 pm
Cost:: Free

Venue

AFEA Sandy Library

10100 Petunia Way
Sandy, UT 84092 United States + Google Map

Other

Date Attending:: Second Date

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