Tax & Income Planning Strategies

A classroom course for those approaching retirement teaching the principles of sound tax and retirement income planning with emphasis on the new tax code changes. This course focuses on financial terms and concepts that are important to retirement. Plus we explain strategies designed to accomplish common objectives such as Inflation Protection, Tax-efficient withdrawals, Lifestyle Preservation and Providing a Legacy. Both Retirees and Pre-retirees will benefit from attending this class.

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Everett Community College
2000 Tower Street
Everett, WA 98201
425-388-9100 - Need TTY?

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Everett Community College, 2000 Tower Street, Everett, WA 98201

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