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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.

Basic written instructions for using Zoom may be found here and a brief video tutorial may be found here.

This is an online event. Event URL will be sent via registration email.

Related LibGuide: Financial Empowerment by Patty Langley

Wednesday, August 5, 2020
1:00pm - 3:00pm
Lewes Public Library
  Adults     Older Adults  
  Social Services  

Registration is required. There are 39 seats available.