Tax Planning age 55 and over
Time for another installment of retirePREP (Personal Retirement Education Program).
The IRS is always trying to get into your pocket right? The good news is there are 70,000 pages in the IRS code full of ways to reduce the burden on you.
In this class, you will explore the different ways clients have been shown to reduce their taxes without advanced financial planning. A proactive approach is proven to be necessary to achieve the greatest amount of tax savings.