Tax and Income Planning Strategies

for 2017 and Beyond

A CLASSROOM COURSE FOR THOSE 55 AND UP TEACHING
THE PRINCIPLES OF SOUND TAX AND RETIREMENT INCOME PLANNING

   Navi, Owner       George, CPA        Bethany, CPA 
      Bal, CPA           Sharon, CPA       Robert, CPA 
Come learn what our CPAs are waiting to share with you about Tax Planning and how it can be integrated into your
retirement income plan.
Hosted by:
The Tax Professionals at DuPage Tax Group, Inc. as a fundraising project for A.D.O.P.T. Pet Shelter.

100% OF THE PROCEEDS GO TO SUPPORT THIS GREAT CAUSE!

CLASS SCHEDULE

Northern Illinois University -
Naperville Conference Center

Room 166
1120 E. Diehl Road
Naperville, IL 60563
Tuesdays
September 26 and October 3

6:30 pm - 8:30 pm

TAX PLANNING SHOULD PLAY A KEY ROLE IN YOUR RETIREMENT INCOM STRATEGY

LEARN HOW TO:
• Plan your retirement income based upon the new rules
• Understand the reasons taxation will change
• Calculate and make the most of Required Minimum Distributions
• Understand IRAs and all pre-tax accounts
• Decide if you should convert your IRA to a Roth IRA
• Make the most of what you have and stay within your tax bracket
• Simplify your personal finances through account consolidation
• How to make your money last

A Classroom Course At:

Northern Illinois University -Naperville Conference Center

To Learn More or to Register, Call 630-839-9326 or Fill Out the Form Below!