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Managing Taxes in Retirement

Managing Taxes in Retirement

Online
Online & In-Person

 

This class examines various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMD's (Required Minimum Distributions), charitable giving and other tax-related items.

Presented by Robert Jeter, CFP, CRPC, a Financial Advisor at InFocus Financial Advisors, Inc. and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.

NOTE: this meeting is available to attend in-person or through ClickMeeting, an online meeting platform. You MUST REGISTER and indicate which you prefer.

If you have need assistance with registration or getting your ClickMeeting invitation, please email the presenter.

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 1-877-307-6858.

This is an online event. Event URL will be sent via registration email.
Date:
Thursday, June 24, 2021
Time:
5:00pm - 6:00pm Eastern Time
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Community and Culture  
Registration has closed.