Loading Events

« All Events

  • This event has passed.

Taxes in Retirement (Part 2)

April 2 @ 6:30 pm - 8:30 pm

Dixie State

Two Part Event
4/1 or 4/2 6:30 PM
1526 S Medical Center Dr.
St. George, UT 84790

 

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.

 

Details

Date:
April 2
Time:
6:30 pm - 8:30 pm

Venue

Dixie State
1526 S Medical Center Dr.
St. George, UT 84790 United States
+ Google Map

Other

Date Attending:
First Date, Second Date