Find Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA, BluePrint’s own CEO and Director of Financial Planning in the community! Jeffrey will be leading this class at Nassau Community College. Please find the details below:
Not food…not a mortgage…not even the cost of health care…but taxes! For many people, taxes will be the single biggest expense in retirement. Unfortunately, navigating the tax code can be tricky –they don’t call it the “code” for nothing, after all– but by utilizing the right techniques and strategies, there’s a good chance that you can meaningfully lower your tax expense in
retirement. In this course you will learn about 10 powerful strategies that can help you reduce your tax bill so that you can enjoy more of your hard-earned money doing the things you enjoy the most with the people who matter most.
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SAVVY IRA PLANNING (CE9 584 A1). A lot of people have a plan for accumulating money for retirement, but far too often that’s where the planning stops. The reality is that a sound distribution strategy -in other words, a plan for taking money out of your retirement accounts- is also extremely important. In this course you will learn some of the key IRA rules, how to avoid some of the biggest IRA mistakes, and some savvy planning strategies that can help you keep more money in your pockets by putting less in Uncle Sam’s.