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Taxes in Retirement


University of Louisville – Shelbyhurst Campus
450 N. Whittington Pkwy
Louisville, KY 40222



February 13


6:00 pm - 8:00 pm

• How and why the marginal tax system differs in your retirement years to your detriment
• Will you really take money out of your IRA at a lower tax bracket than you put it in
• Understand the provisional income calculation on your Social Security payments
• Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement
• The difference between deductions, exemptions and credits on your tax return
• Know the 9 different pieces of the tax system
• How IRA Required Minimum Distributions work and effect your tax liability
• How Social Security is taxed
• When Medicare premiums can increase as a result of your income
• Get to know the tools that can be used for tax control

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