Broker Check
03 April
Taxes In Retirement Class ~ April 3rd


Tony Engrassia from AFEA’s Crystal Coast, NC Non-Profit Chapter will present a FREE educational class covering one of the most relevant and challenging financial topics Americans face today. Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet
your financial goals.

This Educational Course is Complimentary, but Advance Registration is Required in order to attend.
Limited seats are available, be sure to register early in order to save your spot.

What You Will Learn

  • How & why the marginal tax system differs, to your detriment, in retirement years
  • Whether you really will take money out of your IRA at a lower tax bracket
  • How the provisional income calculation on your Social Security affects your taxes
  • How Capital Gains and Dividends impact your overall tax liability in retirement
  • The difference between deductions, exemptions and credits on your tax return
  • The nine different pieces of the tax system
  • How IRA Required Minimum Distributions work and affect your tax liability
  • How Social Security is taxed
  • How & why Medicare premiums may increase as a result of your income
  • The tools that can be used for tax control

*Building is highlighted below on the campus map*       

campus map
Information and Legal Disclosure about AFEA
AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real-world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not- for-profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.
Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.
Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.
This workshop is strictly informational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.

Date and Time

Wed, Apr 03, 2024

1:00p - 3:00p EST


Carteret Community College ~ Wayne West Building ~ Room #322

3505 Arendell St.
Morehead City , NC 28557
View on Map

Event Registration