Broker Check
09 Sept
How Tax Planning Changes Through Four Stages of Retirement


In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.

In the class, you will learn:

  • The critical tax questions to answer before retirement
  • The surprises that often make retirement more expensive
  • The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
  • Mistakes to avoid when it comes to investments, health care, and estate planning
  • And much more

Register here:

Date and Time

Sat, Sep 09, 2023

10:00a - 12:00p PST


Berkeley Adult School

1701 San Pablo Ave.
Berkeley , CA 94702
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