Replay – Maximize Soc Security/Minimize Taxes for Retirement
Date: Dec 23, 2023 9:00 a.m. – 12:35 p.m.
Location: Online
Member Price: $190
Non-Member Price: $250
Areas of Law: Taxation
Earn up to 4 credits! (More Information)
Keynote
Moderator
Presenters
- Ash Ahluwalia
- One Team Financial, Berkeley Heights
- Greg Dillon
- One Team Financial, Red Bank
- Jeffrey H. Schechter, Esq.
- Cole Schotz P.C., Hackensack
Best of NJICLE Replay
Don't miss this opportunity to catch up on the Maximize Social Security and Minimize Taxes for Retirement you missed!
This informative replay will teach you the ins and outs of putting the most money possible into your clients’ pockets when doing Elder Law planning and retirement planning. Should your clients relocate to another state for tax purposes? How can they get the most of Social Security? Is retirement money really safe from taxes? Learn the answers to these questions (and many more), as a panel featuring some of New Jersey’s top experts share their best strategies with you.
Topics include:
- Should I Stay or When Do I Go? Best Practices for Establishing Residency:
- Best practices to establish Florida residency in the current enforcement climate
- Understanding domicile versus statutory residency versus allocation of income
- Planning for the state tax examination & discussion of recent cases and rulings
- Common mistakes in retirement planning & understanding the retirement timeline
- Strategies to Help Maximize Social Security Benefits:
- Review of the “new rules” governing Social Security filing options
- Identifying advanced filing strategies available to maximize Social Security benefits, including for married, divorced, widowed, couples with minor children, high-net-worth individuals and business owners
- Minimizing the taxation of Social Security benefits
- Is Your Retirement Safe from the Tax Man?
- How and why the marginal tax system differs in your retirement years to your detriment
- Will you really take money out of your IRA at a lower tax bracket than you put it in?
- Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement
- The difference between deductions, exemptions and credits on your tax return
- Know the 9 different pieces of the tax system
- How IRA Required Minimum Distributions work and affect your tax liability
- When Medicare premiums can increase as a result of your income
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