Taxes In Retirement at the Universities at Shady Grove
Offered Through The Prepare Institute, A Non-Profit Organization
An Educational Class for Adults Age 55 - 70
In today’s ever changing political environment, tax rates in the future may be drastically different than they are today.
Our tuition-free class will focus on strategies to minimize the high impact of taxation over the rest of your lifetime.
Class Details:
Date: April 30, 2019 - or - May 2, 2019
Time: 6:30 PM - 8:00 PM
Class Location: The Universities at Shady Grove
9636 Gudelsky Dr. Rockville, MD 20850
This class is designed to help retirees and pre-retirees learn how to:
- Avoid a 50% penalty tax on your required minimum distributions. A Common Advisor Mistake.
- Build a tax-free retirement
- Minimize the taxation of your social security benefits
- Properly diversify your tax risk among the three taxation structures
- Properly use estate planning techniques to lessen or eliminate the tax burden to your heirs
Class Location: The Universities at Shady Grove
9636 Gudelsky Dr, Rockville, MD 20850
Register Now.
Seating is limited.
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come-first-serve basis.
If you have any questions or would like to register by phone you can call us at
(240) 667-7233.
The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.
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