Taxes In Retirement
Being Conducted at
University of Texas at Dallas
Offered Through The Prepare Institute, A Non-Profit Organization
Limited Seating Available
An Educational Class for Adults Age 50-70
Here's What You'll Learn
In today’s ever changing political environment, tax rates in the future may be drastically different than they are today. Our tuition-free class will focus on strategies to minimize the high impact of taxation over the rest of your lifetime.
Avoid a 50% penalty tax on your required minimum distributions (common advisor mistake)
Build a tax-free retirement
Minimize the taxation of your social security benefits
Properly diversify your tax risk among the three taxation structures
Properly use estate planning techniques to lessen or eliminate the tax burden to your heirs
Details of the new Secure Act 2.0 Law Including:
How it can and will affect your retirement plan
New required minimum distribution ages and rules
How to minimize the taxation affects of this law for your heirs
Two Course Options to Choose From
Tuesday, May 9, 2023
6:00pm - 9:00pm
Wednesday, May 10, 2023
6:00pm - 9:00pm
Seating is limited, so please RSVP soon.
Once the class is full, wait listing will be done on first come, first served basis.
If you have any questions please call our office at 866-278-0685.
COURSE INSTRUCTOR
Joe Alexander & Steven Perrmann
What are previous attendees saying?
“This is the exact education and information I have been looking for my whole life. This course needs to be made available in every city.”
Evelyn M.
"The quality of information and education provided by this course is excellent. Plus, it is presented and explained in easy to understand terms and examples. I highly recommend this class to anyone who cares about their retirement plan."
Julie C.
These testimonials were given by participants in the Prepare Institute course. They are not clients of Steve Perrmann. This is intended for illustrative purposes only and may not be representative of the experience of every participant. Your results may vary.
Register Today!
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come-first-serve basis.
Map of Course Location
The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5+ years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.
By submitting your registration, you agree to our Privacy Policy.
“Securities offered through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. E3 Wealth, LLC and MAS and PREPARE are not affiliated entities.” Steve Perrmann may receive compensation for the sale of financial products and services.