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Tax Advantaged Planning

Tax Advantaged Planning

Tuesday, February 19, 2019

6:00p - 8:00p PST

Ventura Adult and Continuing Education

Ventura Adult and Continuing Education

5200 Valentine Road
Ventura, CA 93003
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Adult Financial Educational Services [email protected]


Thomas Swan

In this course, you will help you understand the recent tax changes and what it means for you and your retirement. The largest tax reform in over three decades is now upon us and may shake up the lives of millions of Americans. It could redistribute the country’s wealth, possibly sway decisions about how you save for retirement and possibly impact you and your family. You will learn what you need to know about the 2018 tax year changes. The time to be prepared is now. In this course we will:

  • Discuss the IRS Tax code and the history of income taxes
  • Examine the impact of taxes in retirement
  • Review Form 1040
  • take a look at IRA Conversions and how they work
  • Learn about strategies to potentially reduce income taxes in retirement
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