Retirement Income Planning & Taxes in Retirement
Schedule
Thu, 12 Mar, 2026 at 06:00 pm
UTC-04:00Location
The Blue Heron Event Venue | High Point, NC
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How to plan for when your retirement will start,(including the impact of early retirement, delayed
retirement, and working in retirement), how long
it will last, and the retirement lifestyle you want
• Steps to estimate the amount of money you’ll
need in retirement to meet your goals, factoring
in health-care costs, taxes, and inflation
• How to supplement fixed income sources such
as Social Security and an employer pension with
your retirement savings, including the products
and investment strategies you should consider, a
sustainable withdrawal rate, and the best order to
tap various accounts
• 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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Where is it happening?
The Blue Heron Event Venue, 4130 Mendenhall Oaks Pkwy, High Point, NC 27265-8034, United StatesEvent Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
