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Keep More of Your Retirement Income: Tax Strategies for Today's Retirees  CourseCatalog/images/new.gifMM12

20 Seats Available

Keep More of Your Retirement Income: Tax Strategies for Today's Retirees

Sessions:

1

Dates:

10/20/2026

Location:

Instructor:

  • Carrie Fitzpatrick

Meeting Times

  • Tuesday 6:30 PM - 7:45 PM

Description

Many retirees are surprised to learn that taxes in retirement may not decrease as expected.  This workshop explores how changing tax laws, Social Security,  Medicare and retirement income strategies can impact your financial future.  Learn strategies to help reduce taxes, understand RMD's, capital gains, dividends, Roth conversions and ways to create a more tax efficient retirement plan.  Gain valuable insights to help protect your income and make informed decisions for the years ahead.  

Fees

  • Class Fee $29.00
Total: $29.00

Download Registration Form PDF