Tax Savvy

Information to Minimize Taxes and Keep More in Retirement

Before the year ends, learn what you need to do to take advantage of the new changes in effect.

Now includes an update on the new 2020 Secure Act.


This course will address the Following Topics

  • Includes an update on the
  • Overview of the new Tax Cuts & Budget Act of 2017
  • New 2019 Tax Brackets/Rates
  • How Social Security benefits are taxed
  • How Required Minimum Distributions (RMDs) work
  • Uncovering the “Real” Tax System
  • Strategies to help minimize taxes in retirement

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This course is designed to help you:

Learn how NEW tax legislation could affect your retirement income

Uncover the “Real” Tax System

Understand the tax implications of RMDs

Understand how to reduce taxation of your Social Security benefits

Determining which account(s) to begin withdrawals for retirement income

Create your own tax-efficient retirement strategy



These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It” teaching method makes it easy for you to understand, retain and profit from the information covered.


Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today’s latest legislation, how you could be affected, and strategies to create your own tax-efficient retirement.


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Workshop topics

  • Understanding the official new tax reform rules and their impact on your retirement
  • Common misunderstandings regarding taxes in retirement
  • How the rules have changed for an entire generation of retiring Baby Boomers
  • Tax implications of Required Minimum Distributions (RMDs)
  • Determining which account(s) to begin withdrawals for retirement income
  • How Social Security income is taxed and ways for you to potentially keep more
  • Tools and strategies available to help develop a tax-efficient retirement strategy