30
Sept
The Ticking Tax Bomb in your IRA at Three Village Continuing Ed
Description
At Ward Melville High School with the Three Village Continuing Education Program
268 -3 Village CE Brochure
The Ticking Tax Time Bomb in your IRA WM-124
Instructor: Marie Madarasz, AIF
Description: Learn how proactive planning can
help you from giving even more of your hard-earned
money to the IRS. We’ll walk through real-life case
studies of people who have built a large part of their
wealth in pre-tax retirement accounts (IRAs,
401(k)s, 403(b)s, etc.) - accounts that have never been
taxed, and now face the challenge of how to best take
money out. Learn why most people overpay in taxes
on their withdrawals, how partial Roth conversions
can move your IRA from forever taxed to never taxed,
how the Biden tax proposal may impact you regardless
of your income level and How to withdraw from your
accounts by design rather than by default to minimize
tax and maximize income.
One session: 9/30
Res: $20 • Res. Sr: $10 • Non-Res: $30
268 -3 Village CE Brochure
The Ticking Tax Time Bomb in your IRA WM-124
Instructor: Marie Madarasz, AIF
Description: Learn how proactive planning can
help you from giving even more of your hard-earned
money to the IRS. We’ll walk through real-life case
studies of people who have built a large part of their
wealth in pre-tax retirement accounts (IRAs,
401(k)s, 403(b)s, etc.) - accounts that have never been
taxed, and now face the challenge of how to best take
money out. Learn why most people overpay in taxes
on their withdrawals, how partial Roth conversions
can move your IRA from forever taxed to never taxed,
how the Biden tax proposal may impact you regardless
of your income level and How to withdraw from your
accounts by design rather than by default to minimize
tax and maximize income.
One session: 9/30
Res: $20 • Res. Sr: $10 • Non-Res: $30
Date and Time
Thu, Sep 30, 2021
6:30p - 7:30p EST
Location
Ward Melville High School
380 Old Town Rd
Setauket,
NY
11733
Note
Download the 3 Village CE Fall 2021 Brochure for registration instructions here: http://www.threevillagecsd.org/our_district/community_programs