The Prepare Institute is a national nonprofit educational institution that provides college-style retirement education courses and classes for adults between the ages of 50-80. These courses and classes provide unbiased information on all areas of retirement and estate planning and are for general, noncommercial education only.
An Educational Course for Adults - Ages 50-80
May 14, 2020, at 6:30 p.m.
ONLINE COURSE OUTLINE
Learn the tax law changes from the Cares Act
Learn the tax law changes from the Secure Act
Learn how the tax code works and how different types of assets and incomes are taxed in retirement
Learn how to minimize the taxation of your Social Security benefits
Learn how to properly diversify your tax risk among three taxation structures
Learn how to adapt properly to the new retirement rules and tax laws
Learn how to save the most tax-efficient way for retirement
Learn how future tax increase can affect your retirement plan
Learn the currently available tools and strategies to reduce or eliminate taxes in retirement
Learn how to use estate planning techniques to lessen or eliminate the tax burden to your heirs
All attendees of the course receive a complimentary 2020 updated tax reference guide.
The economic fallout of the current pandemic will likely be felt by retirees for years and possibly decades to come. Will your current retirement plan be able to survive what is coming?
One thing is for certain – your retirement plan must be as tax efficient as possible. The Prepare Institute’s Taxation in Retirement online course provides true retirement planning literacy and provides education and knowledge on how the tax code works in retirement and how to become tax efficient. Simply put, informed people pay less tax.
MAY 14, 2020 | 6:30 - 8:00 P.M.
JOIN US FROM THE COMFORT OF YOUR HOME OR OFFICE
If you have questions or seek more information, please contact The Prepare Institute
The Prepare Institute is recognized by the IRS as a 501(c)3 nonprofit educational institution that provides educational retirement-planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 10 years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, noncommercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and/or tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.