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The Four Stages of Taxes in Retirement

The Four Stages of Taxes in Retirement

In-Person


Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Also, tax planning changes through the four stages of retirement. It’s harder than you think and it needs careful planning. Learn what’s involved in creating a retirement tax strategy.

Money School Instructor 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, a program of the Delaware Community Reinvestment Action Council (DCRAC). Log in to their website to register and view the full class listing. To register by phone, call 1-877-307-6858.

Registration is required. Walk-ins are welcome as space allows.

Date:
Wednesday, October 5, 2022 Show more dates
Time:
1:00pm - 2:30pm Eastern Time
Location:
Medium Meeting Room
Library:
Lewes Public Library
Audience:
  Adults     Older Adults  
Categories:
  Social Services  
Registration has closed.