Loading Events

Living a Tax-Efficient Retirement


Elizabethtown Community & Technical College
600 College Street
Elizabethtown, KY 42701


June 24


6:00 pm - 8:00 pm

This two-hour course offers strategies and methods designed to help  those who are preparing for retirement or are in the early stages of retirement and looking for ways to help reduce or potentially eliminate taxes owed from income. This course is designed to help take the confusion out of retirement planning and empower you to understand your finances and design a plan based on best practices. This course can show you ways to help properly allocate your assets using IRS Guidelines to help reduce or eliminate taxes on your income. Upon completion you will know how to properly allocate your assets, accurately devise a plan for Tax Efficient strategies for income that may last throughout your retirement, and how to take advantage of little known investment vehicles that can help you both achieve your retirement goals and leave a legacy to your loved ones as well.

Topics include:

  • How to establish retirement goals and objectives based on your risk tolerance
  • Identifying the IRA Ticking Time Bomb
  • How to help optimize your asset allocation to help minimize risk of loss
  • Why paying off your mortgage early might be a bad idea
  • How to use financial strategies to become your own banker
  • How to use current IRS tax codes to help create a tax-free retirement
  • Ways to help  create strategies for reliable income for life
  • Much more

Register For This Event

Register For This Event

Register For This Event