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Creating a Tax Savvy Retirement Offer

About the Course

For most retirees, there’s a massive obstacle standing in the way of a successful retirement. It’s called “taxes”. Between skyrocketing national debt, rising healthcare costs, and a Social Security program that’s barely sustainable, there’s strong potential for higher tax rates in the future. 

In this adult education class, we will cover the history of taxes in the US, look at the state of the economy, and discuss several strategies that are designed to help retirees and pre-retirees lower their tax bills — legally and without compromising good citizenship. 

The Road to a Tax-Savvy Retirement is a 90 minute  webinar designed to equip pre-retirees and those in retirement with the tax knowledge they need to make informed decisions.

During the class, you will learn:

  • What the rising US National Debt could mean for your retirement
  • What makes 2020 an especially difficult year for those close to retirement
  • A strategy designed to shield your hard-earned money from rising tax rates