Year End Tax Strategies for Estates, IRAs, 401ks, and Traditional Investments


ID : 43971   

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In this informative class, students will learn strategies and techniques that may reduce or eliminate certain tax liabilities. Have you ever wondered what strategies you could use that some of the richest Americans have used for decades?

Many of the strategies discussed include:
  • How to reduce and eliminate taxes on Retirement Account Distributions
  • How to reduce and eliminate Capital Gains taxes
  • Take Required Minimum Distributions in the most tax-advantaged way
  • Avoid Inheritance Tax-Traps with IRAs, 401ks and other Retirement Accounts
  • How to pass assets generationally while minimizing taxes and providing asset protection
  • Learn some of the most tax-favored ways to give money to charity and heirs
  • How have wealthy Americans passed assets generationally TAX-FREE, even before ROTH IRAs were created
This class will be interactive and high energy…which you need when discussing Taxes!
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Class Details

1 Session(s)
Tue

Location
KSU Center

Instructor
Nic Yeomans 

Fee: 

$49.00

Schedule Information

Date(s) Class Days Times Location Instructor(s) Instructional Method
11/3/2026 Tue 09:30 AM - 12:00 PM Kennesaw, KSU Center  Map, Room: 244 Nic Yeomans  ClassRoom

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