Taxation in Retirement MasterClass - Central Bucks Senior Center
Hosted by Thrive Financial Services

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. 

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.

A Note Regarding COVID-19
Retirement MasterClass is committed to educating our local communities in a safe environment. All venues are following strict social distancing and sanitation protocols. All staff and attendees will be asked to adhere to social distancing and mask guidelines.

Central Bucks Senior Center
December 10th, 2020 
7:00 PM

700 N Shady Retreat Rd, Doylestown, PA 18901


  • How to manage taxes on unnecessary RMD's
  • ​How to potentially increase your tax savings
  • ​How to lower you effective tax tate
  • ​Does a Roth conversion make sense for you
  • ​and so much more!
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 55 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. 
Copyright 2020 All Rights Reserved

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.
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