LKJ Financial

Your Retirement and Taxes Class
2020-05-14 18:30 - 20:00 UTC | Houston Community College Spring Branch Campus, 1010 W Sam Houston Pkwy N, Houston, TX 77043, Houston, TX, 77043, United States
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.

Your Retirement and Taxes Class
2020-01-16 18:30 - 20:00, 2020-01-14 18:30 - 20:00 | Houston Community College West Loop, 10041 Cash Rd., Stafford, TX, 77477, United States

Retirement Planning Two-Day College Course: Class 2 Part A
2017-10-10 18:30 - 21:30 | TX
LKJ Financial is pleased to offer retirement planning course at local colleges and universities, geared towards individuals and couples ages 50 to 75.
This is a 6-hour course, held over two nights. During its creation, we made sure that this class did not look or feel like a sales pitch, because it’s not one. No products are mentioned EVER and the course is 100% education-only.
Attendees will receive a text book and unbiased information about investment, healthcare, and estate planning as well as tax information and the opportunity to ask questions. Attendees may elect to schedule a one-on-one consultation with Lindsey or Lynne after the class, but they have no obligation to do so.
The course will cover topic such as:

Defining retirement and what is important to you
Realistically estimating income & expenses
Three strategies for creating lifetime income
Understanding Social Security
Healthcare planning in retirement
IRA v. Roth IRA – can you convert? Should you?
Taxes today and in retirement
Preserving the value of your estate

Contact us at 713.840.0534 or educationrsvp@lkjfinancial.com if you are interested in registering or learning more about one of our upcoming retirement classes.
