$50.00
Welcome to 2021! Join us for an information-packed 2021 fun and educational experience. Learn about NEW and proposed Tax and Retirement Plan changes that may impact your income and taxes in 2021. This class will explore what you can do, legally, to keep more of your money from going to Uncle Sam. IRA’s and 401k’s had many rule changes for 2020. Even more changes are being pro-posed now with a new Presidential Administration.Taxes on Capital Gains and Dividend Income may dramatically change. Other topics discussed include: Updating your Estate Planning documents, including Wills and Trusts; and Addressing Long Term Care Planning. Your ELM instructor has a passion for education and has been teaching Retirement, Tax and Estate Planning for over 25 years.
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Description
Welcome to 2021! Join us for an information-packed 2021 fun and educational experience. Learn about NEW and proposed Tax and Retirement Plan changes that may impact your income and taxes in 2021. This class will explore what you can do, legally, to keep more of your money from going to Uncle Sam. IRA’s and 401k’s had many rule changes for 2020. Even more changes are being pro-posed now with a new Presidential Administration.Taxes on Capital Gains and Dividend Income may dramatically change. Other topics discussed include: Updating your Estate Planning documents, including Wills and Trusts; and Addressing Long Term Care Planning. Your ELM instructor has a passion for education and has been teaching Retirement, Tax and Estate Planning for over 25 years.
Course: Tuesday-2
Class Time: 9:30-10:30 am
Instructor: Randy Yeomans & Nic Yeomans
Class Size: 25
Room: Zoom – Online
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