Retirement 
MasterClass
Retirement 
MasterClass
The tax and financial rules for retirement have changed.
Understand the potential impact taxes have on your retirement income.
The Newtown Athletic Club  is not a sponsor or affiliated with this workshop in any way. If you have questions, please call 833-400-2999.
Newtown Athletic Club
August 13th, 7:00 PM
120 Pheasant Run
Newtown, PA 18940
At our masterclass, we will discuss:
  • ​A basic overview of the tax rules as they apply today
  • ​Understanding Tax Credits & Deductions
  • ​Required Minimum Distribution Calculations (RMD's) at age 70 1/2
  •  Ways to potentially protect yourself against volatile market conditions
  • ​Common misconceptions about taxes in retirement
  • ​Provisional income and taxation of Social Security benefits
  • ​Answers to the questions: Do I have enough? Will my money last the rest of my life?
  • Learn asset allocation strategies for RMD's
  • ​Potential tax-savings strategies to use when changing residency
Why you should attend this masterclass:

If you’re nearing retirement or already retired, you need to understand how taxes (including the changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.

Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.  

That is why we’ve developed a special masterclass that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.  Join us at the Newtown Athletic Club for an informational masterclass covering Taxes In Retirement on Thursday, August 13th at 7:00 PM.

Our masterclass will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our masterclass, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Frequently Asked Questions
What happens to my information once I register?
Your privacy is important to us! Your information is securely shared only with the presenter of the masterclass. We will never sell your information!
Who are the presenters of the masterclass?
Our presenters are from your area and live in your city. They are professionals and have likely been educating local residents for years if not decades on planning for retirement. They often have a private planning practice and can be a financial advisor or other retirement planning professional.
How much does a masterclass cost?
All of our masterclasses are hosted for the public at no-cost!
Why does the presenter teach at no cost?
The masterclass is an event focused on community education. The presenter is given a chance to educate their community, often they find there are locals who are nearing retirement who may need help with their retirement planning in one way or another. Your attendance to any of our seminars in no way obligates you to engage the presenter in any service.
Is this the masterclass for me?
If you are between the ages of 57 and 75 and are nearing retirement or are currently retired, the course will have material to appeal to various situations.
How long is the class?
Our masterclasses typically end 1.5 hours after the posted start time.
Is Retirement Masterclass associated with the IRS, SSA or any other government organization?
No, we are an independent entity. 

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may be presented or offered. This presentation has not been endorsed by the Social Security Administration. The Financial Advisor presenting this event are not affiliated with the Social Security Administration or any other governmental organization.

Retirement Masterclass | 2019