Year End Tax Strategies for Estates, IRAs, 401ks, and Traditional Investments – Community and Professional Education
Year End Tax Strategies for Estates, IRAs, 401ks, and Traditional Investments
Personal Finance
$49
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Early bird gets the discount! Save Money And Avoid The Late Fee! Exclusions apply! See all CPE Discounts

Community & Professional Education Open House | First Wednesday of each month at 5:30 PM

In this informative class, students will learn strategies and techniques that may reduce or eliminate certain tax liabilities. Have you ever wondered what strategies you could use that some of the richest Americans have used for decades?

Many of the strategies discussed include:

  • How to reduce and eliminate taxes on Retirement Account Distributions
  • How to reduce and eliminate Capital Gains taxes
  • Take Required Minimum Distributions in the most tax-advantaged way
  • Avoid Inheritance Tax-Traps with IRAs, 401ks and other Retirement Accounts
  • How to pass assets generationally while minimizing taxes and providing asset protection
  • Learn some of the most tax-favored ways to give money to charity and heirs
  • How have wealthy Americans passed assets generationally TAX-FREE, even before ROTH IRAs were created

This class will be interactive and high energy…which you need when discussing Taxes!

Nicholas Yeomans

Nicholas Yeomans, Wealth Manager and Partner of Merit Financial Advisors, brings over 20 years of experience to his role. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and fiduciary, Nic specializes in tax planning, estate planning, and retirement income strategies, providing clients with education and understanding so they can make important financial decisions for a successful retirement. With a planning background and a dedication to serving clients, Nic graduated from Lee University and earned his Certificate in Financial Planning from Emory University. He's married to his college sweetheart, Suzette, and they have three daughters and three dogs. Active members of North Metro Church in Marietta, they enjoy traveling and trying new restaurants. Nic's background as a competitive athlete instilled discipline and respect, values he brings to both his personal and professional life.
 

#1: Year End Tax Strategies for Estates, IRAs, 401ks, and Traditional Investments

Start/End: 11/03/2026 to 11/03/2026
Fee: $49
Delivery: Classroom
Location: KSU Center
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Financial Aid Options

$49
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