Taxes in Retirement
 
Thurs., Feb. 23 from 12p.m. - 1:30 p.m.
 
Bar & Foundation Center
 
 
CLE Credit:    
1.5 General Hours
 
Fees:
$90 Attorney Rate
$45 Paralegal Rate
 
Location:
Bar & Foundation Center
2850 Zebulon Ave.
Charlotte, NC 28208
 
Special Info:    
11:30 a.m.: Registration + Lunch
12 p.m. - 1:30 p.m. CLE Training 
 
Program & Speaker:
This program explains the difference between the marginal tax system and the effective marginal tax rates that are actually paid by a retiree in various circumstances. Often times, people can end up paying more tax in retirement than they paid during their careers. It is important to know how the tax system treats those who are no longer working, and what can be done to minimize their tax burdens.
 
This presentation will help attendees understand the tax rules we live under, identify misconceptions about tax in retirement, and understand the tools and strategies available to middle and high income retirees
 
Duncan G. Wilson, JD, MBA, CFP®  
 
Registration:
Fax: 704/333-6209
Mail: 2850 Zebulon Avenue, Charlotte, NC 28208
 
OR