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Taxes can easily be one of your biggest expenses in retirement. Learn how to find a balance of financial vehicles, savings and withdrawal strategies to potentially reduce taxes on your income and avoid tax penalties. LKJ Financial’s 90 minute tax-focused retirement courses focuses on the following topics:

  • The “four buckets” approach to tax planning
  • Breaking down common financial vehicles and the different ways they are taxed.
  • Tax friendly ways to withdraw retirement income
  • Should you consider a Roth IRA conversion?
  • How taxes can affect retirement income, Social Security and a surviving spouse
  • What estate taxes could look like for you/your family
  • How to reduce or possibly avoid unnecessary taxes

Contact us at 713.840.0534 or marketing@lkjfinancial.com if you are interested in registering or learning more about our upcoming Retirement and Tax classes.