Saturday, February 1, 2020 11:00 am Washburn Library 5244 Lyndale Ave S, Minneapolis, MN 55419, USA https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(WN)/event/5dbc4ce9fed5f524005c5f68
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Tuesday, January 20, 2020 6:30 pm Buffalo Community Center 206 Central Ave, Buffalo MN 763-682-6036 Finding Your Net Income
Thursday, January 16, 2020 1:00 pm Penn Lake Library 8800 Penn Ave S Minneapolis, MN 55431 https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(PL)/event/5dbc480dfed5f524005c5e63
Tuesday, January 14, 2020 6:30 pm Rockford Road Library 6401 42nd Ave N, Crystal, MN 55427 https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(RR)/event/5dbc4790ac02244500599ffc Timing is a crucial part of determining when to take your social security benefits. This workshop is designed to give you a better understanding of how exploring different Social Security strategies in retirement can affect your taxes, your retirement income and even what you leave for your heirs. We will discuss the impact that collecting Social Security at age 62, 67 or 70 has on income and is delaying your benefit worth exploring.
Edina Library 5280 Grandview Square Edina, MN 55436 Saturday, January 11, 2020 10:00 am https://hclib.bibliocommons.com/events/search/fq=branch_location_id:(ED)/event/5dbc4601891ce22f002944d2 What makes age 70 ½ so significant?
We will cover: How much are you required to withdraw…and when How to calculate your RMDs How RMDs could impact your taxes on Social Security benefit New rules that could impact Medicare premium What are the penalties of not taking your RMDs How to make the most of your RMDs Tuesday, June 18, 2019 Two sessions:
206 Central Avenue Buffalo, MN 55313 763.682.6036 Eden Prairie Professionals in Aging
Featuring: Richard Leider Nationally renown Author and Global Key-note Speaker "Life Reimagined" Thursday, May 23, 2019 Noon - 3:00 pm Pax Christi Church 12100 Pioneer Trail Eden Prairie, MN 55347 952.941.3150 70% of people over age 65 will need some type of Long-Term Care
We will cover: Ways to pay for long-term care tax-free under the Private Protection Act How your Required Minimum Distributions may be leveraged to pay for long-term care coverage If you currently own an annuity, you may be eligible to withdraw tax -free dollars to pay for long-term care expenses Hybrid insurance products available as an alternative to traditional long-term care insurance How to take advantage of passing on the premiums and coverage not used for long-term care protection to your heirs Tuesday, May 14, 2019 Two sessions:
7600 County Road 50 Rockford, MN 55373 763.477.5294 Tax reform is here and nearly every American is affected
We will cover: The effects of tax reform on itemized deductions…what you can and cannot deduct The effect on your charitable deductions How your Social Security benefit may be affected What you should be doing to take advantage of the new law Tuesday, March 13, 2019 1:30 - 2:30 pm Nakomis Square 5015 35th Avenue South Mpls, MN 55417 Tax Reform is here and nearly every American will be affected We will cover: The effects of tax reform on itemized deductions…what you can and cannot deduct The effect on your charitable deductions How your Social Security benefit may be affected What you should be doing to take advantage of the new law March 7, 2019
11:00 am - 12:00 pm Bethel Lutheran Church 4120 17th Ave South Mpls, MN 55407 |
Sharyl SchultzUnder Construction Archives
February 2020
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Ace Tax & Financial
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