Broker Check
24 Feb
Tax Planning Changes Through 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, Feb 24, 2024

10:00a - 12:00p PST


Zoom Class


Event Registration