Taxes in Retirement Class

@ Windsor Recreation Center

February 6th, 6:30 pm
February 8th, 10:00 am

Sign up through the form or register by phone. If you call after-hours, leave your information and we will call back the next business day to confirm your registration.

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 Teacher

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Keith Weinman

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.

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

February 6th, 6:30 pm
February 8th, 10:00 am

Address

Windsor Recreation Center
250 11th St
Windsor, CO

Contact Us

303-694-1600

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