Taxes in Retirement Class

@ Southglenn Library

March 7th, 9:30 am
March 12th, 6:30 pm

The Taxes in Retirement class is full. Fill out the form to the left to be added to our newsletter. We share our upcoming workshops, offers, and events in our newsletter.

If you would like to have on of our advisors assist you with taxes in retirement or another financial planning issue,  send a message through the form or call us at 303-694-1600. 

This One-Hour Class Can Save You Years of Regret

2019’s SECURE Act dramatically changed the rules and regulations for retirement plans. Learn how to take advantage of these new opportunities as well as strategies to protect your retirement income. 

Class Topics:

Social Security is a core element of almost all retirement plans. To maximize your Social Security retirement income, you need to minimze your Social Security taxation.

Entering retirement with a mistaken assumption as to your marginal tax rates can be an expensive mistake. Because of the complicated taxation of Social Security benefits; your real marginal tax rate could be much higher than expected.

Many people have income from multiple sources: IRA Distributions, Social Security, Taxable Savings and Investments, k-1 Income, etc. How these income sources are structured can make a big difference in your effective tax rate.

Just when we had it figured out, Congress changes the rules. The SECURE Act, passed in December of last year, made significant changes to RMDs that you need to be aware of.

Once you are required to take distributions from your tax deferred savings, the IRS has no patience – they want these distributions to start and they will hit your hard if you don’t comply.

A Roth conversion isn’t a one-time transaction; it will affect your taxes now and for the rest of your life. You need to consider all of the variable.

Your Teachers

kevne sharpe financial advisor denver full photo
Kevne Sharpe, CFP®, ChSNC®

Coloradoans have watched and listened to Keith on television and radio for over 30 years. While part of the KOA radio morning show from 1981 to 1999, Keith also worked as a television business reporter for Channel 7 in Denver then moved to Channel 4 where he did live morning business reports for almost 10 years. During that time he was honored as one of the states best business and financial reporters.

From 2002 to 2010 Keith co-hosted what became one of the most listened to and respected morning talk shows in Colorado and helped KCOL radio achieve nationwide acclaim. Keith and partner Gail Fallen were awarded Best Talk Radio Hosts in Colorado 4 times by the Colorado Broadcasters Association. During his career Keith has met and talked with 5 US Presidents and countless celebrities. Among his most memorable experiences was an invitation to meet and then have lunch with President Ronald Reagan at the White House. During his years working as a business journalist Keith enjoyed meeting and talking with Malcolm Forbes, Alan Greenspan, Warren Buffett and Peter Lynch.

A sought after public speaker, Keith’s style is rooted in talk radio. He talks with groups instead of to them about current events and their impact on our lives. Throughout his career Keith has enjoyed simplifying complex ideas. “I came to Presidential after meeting its founders and learning that its mission statement is the absolute truth,” says Keith.

Bruce Larsen
Bruce Larsen

Bruce is a featured teacher at Presidential Wealth Management classes and also provides continuing education to tax preparers. Bruce is a certified National Social Security Advisor. He is the “go-to” guy in the office for tax planning in retirement, federal benefits issues, pension analysis, estate planning and special needs planning for disabled adults and children.

Bruce is also a published author. You can find his book, A Concise Guide to Taxes in Retirement, on Amazon in print or e-book format. It’s a no-nonsense overview of common tax situations one might face in retirement.

We're here to help

Presidential Wealth Management has educated thousands of Coloradans at our free financial education classes. This is not a sales presentation. Our workshops are a public service to the community and all are welcome to attend. 

Your situation is unique

This class will teach you how to minimize taxes in retirement, but individual situations often require personalized solutions. If you want a review of your taxes in retirement, we can help. It’s free. 

Taxes in Retirement Class: Windsor, CO

Date and Time

March 7th, 9:30 am
March 12th,6:30 pm

Address

Southglenn Library
6972 S Vine St
Centennial, CO

Contact Us

303-694-1600

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