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June 2018

Retirement Under The New Tax Law

June 21 @ 6:30 pm - 8:00 pm
Houston Community College – West Loop Campus, 5601 West Loop South
Houston, TX 77081 United States
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Complimentary

Are you retired or planning on retiring in the next 8 years? DON’T MISS THIS IMPORTANT FREE WORKSHOP! The Tax Cuts and Jobs Act made significant changes to the tax code that will greatly impact how you save for retirement and how you take distributions in retirement. Not knowing the provisions of the law can potentially leave you with a larger tax liability and less money in retirement. In this workshop, you will learn: How the new IRA Recharacterization provision works,…

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Retirement Under The New Tax Law

June 23 @ 10:30 am - 12:00 pm
Houston Community College – West Loop Campus, 5601 West Loop South
Houston, TX 77081 United States
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Complimentary

Are you retired or planning on retiring in the next 8 years? DON’T MISS THIS IMPORTANT FREE WORKSHOP! The Tax Cuts and Jobs Act made significant changes to the tax code that will greatly impact how you save for retirement and how you take distributions in retirement. Not knowing the provisions of the law can potentially leave you with a larger tax liability and less money in retirement. In this workshop, you will learn: How the new IRA Recharacterization provision works,…

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July 2018

Estate Planning for IRA’s – CPA/CPE Continuing Education

July 19 @ 6:30 pm - 8:30 pm
Tailwid Financial Strategies, LLC, 1980 Post Oak Blvd, 15th Floor
Houston, TX 77056 United States
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Complimentary

This presentation will survey common issues and considerations centered on the IRA, or IRA rollover, in the estate plan, including beneficiary choices, the use of testamentary trusts, disclaimers, and charitable bequests. Presentation will emphasize income taxation and wealth transfer taxation and effective planning to defer or mitigate tax.

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