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WELCOME! > Business & Money Matters > Money Matters

Taxes and Retirement: How Tax Planning Changes Through the Four Stages of Retirement   NEW!

This course will help individuals understand how updates to the tax code and other rules that have changed as a result of Covid-19 pandemic could impact their financial planning and investments in retirement. Navigating retirement with various investment accounts, annuities, Medicare, and Social Security means finding the right tax strategy for you. This is critically important to avoid costly mistakes that may have a lasting impact on your retirement. We will cover various types of retirement tax planning concepts to help you make the right choices and answer your questions.
Please be sure to register by the day before the class at the latest. You will receive an invitation email with a link to join the Zoom meeting. Click here for a tutorial on how to join a Zoom meeting.