Birdseye Financial
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Tax Advantaged Planning
Course Description
A classroom course for those approaching or in retirement; teaching the principles of sound tax and retirement income planning with emphasis on the tax code changes. This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as tax efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this class.

Course Objectives

In this course, you will help you understand the recent tax changes and what it means for you and your retirement. The largest tax reform in over three decades is now upon us and may shake up the lives of millions of Americans. It could redistribute the country’s wealth, possibly sway decisions about how you save for retirement and possibly impact you and your family. You will learn what you need to know about the 2019 tax year changes. The time to be prepared is now.

At the end of the course, you will walkaway with the knowledge of:
  1. How to reduce or eliminate Social Security Taxation
  2. What you need to know about the Trump’s Tax Cuts and Jobs Act of 2017
  3. How to reduce your taxes
  4. If you should convert your IRA to a Roth IRA
  5. New Strategies to dramatically cut your retirement income taxes
  6. How to create a tax-free cash flow

Your Reading Material
The course uses the workbook, “Tax Advantaged Planning”. It will be provided for you in the first class.

Course Participation
If you are looking for answers to questions about the new tax laws and how you can manage taxation of benefits, how to reduce your taxes, or if you should convert your IRA to a Roth IRA, then you will believe this course is time and money well spent.
The best way to profit from this course is to follow the interactive workbook and participate in the classroom discussions as you feel comfortable.


Course Instructors
Course Instructors come from the financial services industry. They bring many years of experience to the classroom and enhance the course with “Real World” examples of many of the principles being taught. This course is interactive and your participation is encouraged, but not required.
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BIRDSEYE FINANCIAL DISCLOSURE
Tax and Legal Disclosure

Birdseye Financial, Corbin Lindsey and any associate affiliated with Birdseye Financial, does not offer tax or legal advice. We provide strategies for educational purposes only. You should consult your tax or legal professional for complete information regarding any tax and legal matters.

Website Content
The information listed on this website and on any document from Birdseye Financial that is provided by Birdseye or by a third party has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Birdseye Financial. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributors shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this information.

All items on this website are not to be considered a recommendation to purchase or to sell an insurance or investment holding. No insurance company has endorsed or reviewed this website content. Before purchasing any type of insurance and/or investment product, it is important that you do your own due diligence, and that you consult a properly licensed professional if you should have any specific questions that relate to your individual situation. All of the names, marks, and materials that were used within this website are the property of their respective owners.

We are NOT affiliated with the U.S. Government or Federal Medicare Program

Product Illustrations
​And as always, it’s important to keep in mind that past performance is definitely no guarantee of the future results that you’ll receive in most any financial vehicle.

Online Forms
​Should you complete an online form of any type, you are agreeing to be contacted by Birdseye Financial or one of our referral partners.
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