Date(s) - 11/13/2018
1:00 pm - 2:00 pm
3012 S. 119 St.
Please join us for a very helpful and timely presentation by Don Mundy, 2U Board Member and Succession Planning Coordinator for Tagge Rutherford Financial Group. Don has titled his presentation “How to Manage Taxes and Increase Income Under the New Tax Act”.
Don says his presentation “explains many of the changes in the new tax bill, while it also deals with tax management for pre-retirees or retirees in particular. People who are now having 50 or 85% of their Social Security retirement benefits taxed may be able to reduce or even eliminate income taxation of their retirement benefits.”
In addition, the presentation “helps to make clear what types of income-producing assets are not included in the Social Security formulas which make their benefits taxable, and why it is important to manage taxes and investments in order to cope and prosper under the new tax act.”
Very welcome information, Don!