tax planning strategies for early retiring federal employees
Tax Planning
Topic 1: Federal pension: Federal Employees Retirement System (FERS) strategies
Topic 2: Medicare and Federal Employee Health Plan interplay
Topic 3: Social security benefit tax planning
Topic 4: TSP (federal 401K) rollover and Roth conversion
Topic 5: Reboot your new career path at age 62
Topic 6: Rediscover your new purpose post retirement
Zoom class four weeks
Sign up if you are purged or DOGE’d. $200 per sign up. Sponsored by CAPA NoVA
Retirement workshop: how to retire overseas tax efficiently?
Speakers
Karl Yap, and his daughter, Narisa Yap, will be sharing a multi-year, multi-generational journey into retirement and global nomadic living. The journey of four family members began in Cupertino, CA taking on a short stint to Vancouver, WA and onto a new life traveling across East and Southeast Asia
Agenda
Decision making process to leave US and travel in retirement
Home sale via 1031 exchange and downsizing decades of stuff
Cost of living expenses in different countries
Practical advice for living abroad and maintaining US residency ties
capa bc retirement tax workshop (#2/6): Social security bene
Social Security Benefits Publication
1. Full Retirement Age (FRA)
2. Early Retirement
3. Delayed Retirement Credits
4. Working While Receiving Benefits
5. Spousal Benefits
6. Survivor Benefits
7. Taxation of Benefits
8. Medicare Eligibility
Social Security Benefit Strategies - Ten Case Studies
Husband and Wife
Single
Age 62, 67, 70
Survival spouse benefit
Ex-survival spouse benefit
Social Security Benefit Tax Simulation - Eight Cases
Traditional IRA, Roth IRA, Real Estate Rental, Sell Socks, and Charity Giving
Date and Time
Tax planning for near-retiring or retirees (Six week)
CAPA NoVA Sponsored Event
Zoom Class Every Thursday 9pm ET from 10/24/2024
Content (subject to adjustment)
1. Ten 401K and IRA combinations
2. Grandparents tax strategies
3. Ten Social security benefits strategies
4. Longevity, life style, liquidity and loneliness
5. Real estate, retirement, reeducate and rediscover
6. Ten tax strategies for high net worth retirees
Registration
QR Code. $300 tuition. Half donate to CAPA, non profit
低收入群体的退休规划
CAPA BC 主办的退休系列税务讲座 第一讲
10/8/2024 美东晚8:30
Meeting Room is https://zoom.us/j/8782712588; Password: 219219
内容简介
1 十个低收入的退休人员福利
2 十个社会保障金的提取方式
3 十个将收入和资产优化的方式
Our Mission
Smart tax; smart family; smart life
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