Retirement Tax Roadmap: Navigating Four Key Stages
Retirement Tax Roadmap: Navigating Four Key Stages
Join us on a journey through the evolving world of retirement taxes. Navigate the four key stages of retirement tax planning, from early retirement to estate considerations. Explore smart tax moves, optimization strategies, and real-world examples to make complex concepts understandable. Acquire the knowledge and confidence to navigate tax reforms effectively.
This program is presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.
This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing. To register by phone, call 1-302-298-3250.
Registration is requested. Walk-ins are welcome as space allows.
- Date:
- Wednesday, April 3, 2024
- Time:
- 11:00am - 12:00pm Eastern Time
- Location:
- Medium Meeting Room
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Community and Culture