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Office One

1601 2nd Avenue N

Suite 632

Great Falls, MT 59401

Office Two

1361 Elm Street

Suite #6

Helena, MT 59601
05 Oct
Avoiding the Tax Traps of Retirement



Albert Einstein once said that the “hardest thing in the world to understand is income tax.” And he never had to deal with RMD’s, QCD’s, QBI’s, Provisional Income, and IRMA’s. People consistently pay more tax in retirement than they need to because of a confusing system that contains hidden taxes, traps and penalties. Learn to keep more of your income and avoid the consequences of paying more tax than necessary. Topics include: • A review of recent Major Tax Law Changes • Social Security, Medicare and Taxes • Tax Planning in Pre/Early Retirement • Taxes During Retirement & Estate Planning If you are planning to retire in the next 10 to 15 years or are currently in retirement, the information in this ninety-minute class is essential to your financial success.

Date and Time

October 5, 2021

6:30p - 8:00p MST


Helena College U of M

1115 North Roberts
Helena , MT 59601
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