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How Tax Planning Changes Through Four Stages of Retirement

How Tax Planning Changes Through Four Stages of Retirement

Online

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 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. Log in to their website to register and view the full class listing. To register by phone, call 1-877-307-6858.

NOTE: this meeting is being conducted through Zoom. You MUST REGISTER to receive instructions for joining the meeting.

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.

This is an online event. Event URL will be sent via registration email.
Date:
Wednesday, January 20, 2021
Time:
1:00pm - 3:00pm Eastern Time
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Social Services  
Registration has closed.