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- How to Save on Taxes in Retirement
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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®
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.
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- How to Save on Taxes in Retirement
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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®
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.
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- How to Save on Taxes in Retirement
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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®
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.
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- How to Save on Taxes in Retirement
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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®
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.
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Division of Lifelong Learning