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Catalog > Community Ed - Prescott

How to Save on Taxes in Retirement   

Learn ways to save on taxes in retirement. We'll discuss how to use tax-smart investing techniques and tax-efficient withdrawal strategies to help keep taxes low. You'll learn how different account types are taxed and how certain investments offer tax advantages. We'll also discuss Roth Conversions, RMD strategies, giving ideas, managing capital gains/losses and other tips.

 
  • How to Save on Taxes in Retirement
  • Item: FA24-107
    Tuition: $45.00
    Days: Tu     Dates: 10/15/2024 - 10/15/2024
    Sessions: 1     Times: 2:00 PM - 4:00 PM     
    Room: 206     Building: Building 3       
    Enroll Min: 3    Enroll Max: 20
    Instructor: David Edmisten, CFP®
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  • How to Save on Taxes in Retirement
  • Item: FA24-108
    Tuition: $45.00
    Days: Sa     Dates: 10/19/2024 - 10/19/2024
    Sessions: 1     Times: 10:00 AM - 12:00 PM     
    Room: 206     Building: Building 3       
    Enroll Min: 3    Enroll Max: 20
    Instructor: David Edmisten, CFP®
     Show More


 

  • How to Save on Taxes in Retirement
  • Item: FA24-109
    Tuition: $45.00
    Days: W     Dates: 11/13/2024 - 11/13/2024
    Sessions: 1     Times: 2:00 PM - 4:00 PM     
    Room: 206     Building: Building 3       
    Enroll Min: 3    Enroll Max: 20
    Instructor: David Edmisten, CFP®
     Show More


 

  • How to Save on Taxes in Retirement
  • Item: FA24-110
    Tuition: $45.00
    Days: Sa     Dates: 11/16/2024 - 11/16/2024
    Sessions: 1     Times: 10:00 AM - 12:00 PM     
    Room: 206     Building: Building 3       
    Enroll Min: 3    Enroll Max: 20
    Instructor: David Edmisten, CFP®
     Show More


 

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For more information about the program, go to www.yc.edu/ll