Taxes in 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 your living expenses. You want to apply the tax code in an organized and efficient way. Learn what’s involved in creating a retirement tax strategy to reduce your lifetime tax bill while maximizing investments, Social Security, Medicare and your legacy.
Please note: this class is limited to one registration per person. Guests must also register and pay for the class.