How Tax Planning Changes Through Four Stages of Retirement
How Tax Planning Changes Through Four Stages of Retirement
People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Because your tax exposure will change throughout retirement, you need a tax strategy that anticipates how and when you tap assets to cover personal expenses, understand the range of taxes you will face at various stages and manage your actions so you pay as low a tax rate as possible.
Peter Gaertner, CFP® is a Financial Planner and community educator with Affinity Wealth Management, LLC based in Wilmington. He is an instructor from The Money School, a program of the Delaware Community Reinvestment Action Council (DCRAC). Online registration is required.
NOTE: this meeting is being conducted through Zoom. You MUST REGISTER to receive instructions for joining the meeting. An email with instructions on how to join the meeting will be sent the day before the event.
If you have need assistance with registration or getting your Zoom invitation, please email us.
Basic written instructions for using Zoom may be found here and a brief video tutorial may be found here.
Related LibGuide: Financial Empowerment by Sarena Deglin
- Date:
- Wednesday, June 10, 2020
- Time:
- 1:00pm - 3:00pm Eastern Time
- Location:
- Lewes Library Zoom Meeting
- Library:
- Lewes Public Library
- Audience:
- Adults Older Adults
- Categories:
- Social Services