Non-profit for lifelong learners
$40.00
Understanding how you will be taxed on your various income sources and assets is one of the most important and least talked about areas of retiree financial planning. Discuss strategies for retaining more of your hard-earned resources. These will include: partial Roth Conversions; tax consequences based on where you live in retirement; the differing tax structures of Social Security, pensions, part-time earnings and retirement withdrawals, among other ways to preserve the longevity of your assets.
10 in stock
| Class Code | 920 |
|---|---|
| Teacher | ANDREW HERRON and KEVIN MANNING |
| Teacher Bio | Partners, Stone Pine Financial |
| Day of the Week | Thursday |
| Start Date | Thursday, 9/25 |
| Time | 6:30 to 8:30 p.m. |
| Location | Room 106, Cheltenham High School |
Understanding how you will be taxed on your various income sources and assets is one of the most important and least talked about areas of retiree financial planning. Discuss strategies for retaining more of your hard-earned resources. These will include: partial Roth Conversions; tax consequences based on where you live in retirement; the differing tax structures of Social Security, pensions, part-time earnings and retirement withdrawals, among other ways to preserve the longevity of your assets.
