The new tax and financial rules for retirement have changed.
Understand the potential impact rising tax rates will have on your retirement income.
No charge. Educational event only. Nothing will be sold.
What? Taxes in Retirement Workshop
Where? UofL ShelbyHurst Campus
450 N. Whittington Pkwy (off Shelbyville Rd & Hurstbourne Pkwy)
When? Wednesday, May 22 or Thursday, May 23, 2024
11:00am - 1:00pm
Who? Marcus Warren, Financial Educator
How Much? FREE
For questions about the class or for additional dates please call 502-286-6300! You do not need to be a student to sign up.
Attend this seminar and learn about:
The proposed Biden Administration tax changes and how these could alter your retirement plan.
Ways to potentially protect against volatile market conditions
Strategies to reduce risk from your portfolio
How the sequence of returns risk can cause you to run out of money early
Possible tools and strategies available to retirees to help develop a retirement tax plan
Common misconceptions about taxes in retirement
How to determine your asset allocation and risk tolerance
How rising taxes may affect your retirement cash flow
Strategies to help protect yourself against the taxation of your Social Security income
Questions? Visit www.retireacademy.org or call/text 502-286-6300.
Reviews from previous attendees:
About the Instructor
Marcus Warren, EA, MBA
Author, The Retirement Playbook , The Tax Playbook
Radio Show host, The Marcus Warren Show
Podcast host, The Tax Playbook Podcast
Weekly TV Guest on WHAS & Wave3
Recognized as one of the top “Financial Educators” in the industry, Marcus has helped countless individuals and families prepare for a secure retirement. He is known among his colleagues, students, and clients as a seasoned and knowledgeable financial professional who focuses on the areas of retirement planning, investment management, tax planning, and income planning.
This presentation is strictly educational. No investments will be promoted. The University is not affiliated with the Social Security Administration.