Seminars

Taxes and Retirement

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  • 66% of Americans are worried they’ll run out of money in retirement
  • Ways to potentially protect yourself against volatile market conditions
  • Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability
  • Common misconceptions about taxes in retirement
  • Will taking RMDs push you into a higher tax bracket?
  • Possible tools and strategies available to help develop a retirement tax strategy
  • Strategies to help protect yourself against the taxation of your Social Security income
  • The new administration’s tax changes and how they could alter your retirement plan
  • The SECURE Act 2.0 and what this legislation means for you
  • How Real Estate investments can impact your taxes in retirement

Vestavia Hills Library in the Forest

1221 Montgomery Hwy, Vestavia Hills, AL 35216

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Retirement Planning Course in Birmingham

  • Two 3-hour sessions, attend both nights
  • for adults age 50-70
[NOLES] Jefferson-State Community College 2 | | The Noles Group
  • Estimate how much money you’ll need in retirement
  • Build a personalized plan to create lasting income
  • Minimize taxes on retirement savings under current laws
  • Understand Social Security, Medicare, and long-term care options
  • Avoid common mistakes and planning roadblocks
  • Explore estate planning tools like wills and trusts

Jefferson State Community College

4801 Jaguar Dr. Floor 1 Room 156 Birmingham, AL 35242

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Group 653 | | The Noles Group
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