How Tax Planning Changes Through Four Stages of Retirement
How Tax Planning Changes Through Four Stages of Retirement
Your tax exposure changes throughout retirement. You need a strategy that anticipates how and when to tap assets to cover personal expenses, understand the range of taxes faced at various stages, and how to manage actions and pay as low a tax rate as possible.
Money School Instructor Peter Gaertner, CFP® is a Financial Planner and community educator with Affinity Wealth Management, LLC based in Wilmington. He has instructed retirement and estate planning courses at Delaware State University and the Lifelong Learning Center at the University of Delaware, and has shared his expertise with many other community members.
This workshop is presented by The Money School, a program of the Delaware Community Reinvestment Action Council (DCRAC). Log in to their website to register and view the full class listing. To register by phone, call 1-877-307-6858.
Registration is required. Walk-ins are welcome as space allows.
- Date:
- Tuesday, November 14, 2023
- Time:
- 11:30am - 1:00pm Eastern Time
- Location:
- Delaware Room
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Social Services