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Social Security and Taxes in Retirement

ID : 1321   
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In this course, we will review the basics of taxes in retirement and how they may not be what you expect, as well as focusing on how the changes from the 2018 Tax Cuts and Jobs Act can affect you. We will also have a discussion on Social Security claiming strategies, in addition to management tips.  The tax portion will have a focus on the basic concepts and policies that work together to create the system we know today. You will learn methods that can help manage the taxes you experience, including proper distribution structure and asset structuring strategies.

Class Details

3 Sessions
Weekly - Thu

via Zoom

Jacob Bales 



Registration Closes On
Thursday, April 9, 2020 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
4/9/2020 - 4/23/2020 Weekly - Thu 2:00 PM - 4:00 PM Williamsburg, via Zoom  Map Jacob Bales