Learn strategies and methods designed for those who are preparing for retirement or already retired, and looking for ways to save on income.
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This course offers strategies and methods designed for those who are preparing for retirement or already retired, and looking for ways to save on income taxes. You will learn how to properly allocate your assets using IRS guidelines to save on income taxes. Upon completion, you will have a better understanding of asset allocation options and income distribution strategies that will enhance your tax advantaged retirement income and cash flow. You will learn:
• Understanding the IRA Ticking Time Bomb
• How to optimize your asset allocation to minimize taxes
• How to use current IRS tax codes to create tax advantaged retirement income
• How to generate predictable and reliable income for life
The presentation is sponsored by the Providence Community Library and offered through the Society for Financial Awareness (SOFA - sofausa.org), a nationwide 501(c)(3) non profit public benefit corporation with a mission to provide financial education in local communities across America. The presenter will be Michael Graff of the SOFA Walpole Chapter, with 35+ years of financial services, is a Investment Advisor Representative, Chartered Tax Advisor, and the author of the book - "6 Steps to Retirement".