FAQ

About Taxes In Retirement

Who is Taxes In Retirement 567?

Taxes In Retirement 567 is an educational resource for those nearing retirement. Taxes In Retirement 567 provides educational seminars open to the public across the United States.

How much does the seminar cost?

There is no charge to attend our educational seminar.

Is Taxes In Retirement 567 affiliated with any government agency?

No, we are not affiliated with any government entities.

Who are the presenters at the seminars?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.

What does the presenter get out of this?

Our seminars are focused around community education. While 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. If you are interested in working directly with the professional, they may charge a fee or commission. Your attendance to any of our seminars in no way obligates you to engage the presenter in any service. This allows the presenter to potentially grow their practice, all while educating the community.

Is there a "sales" pitch?

No, our seminars are strictly educational. One of the most frequent comments we hear from past seminar attendees is how nice it is to go to a class and receive valuable information without being ‘sold’ something. While the presenter may hand out their business cards or brochures for services they offer, there is no obligation to engage with any TIR567 speaker regarding their services during or after the seminar.

How does TIR567 make money?

TIR567 is primarily funded by private and corporate entities; this also includes presenter fees. Advertising on the website will be available soon.

What will I learn at this seminar?

At a Taxes in Retirement 567 seminar, you will learn:

• A basic overview of the tax rules as they apply today.
• How lost deductions may affect your taxes in retirement.
• Common misconceptions about taxes in retirement.
• Possible tools and strategies available to help develop a retirement tax strategy.
• Strategies to protect yourself against the taxation of Social Security.
• How rising taxes may affect your retirement cash flow.

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