Events On Delmarva
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How Tax Planning Changes Through Four Stages of Retirement
March 24 @ 1:00 pm - 3:00 pm| Free
People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties.
Because your tax exposure will change throughout retirement, you need a tax strategy that anticipates how and when you tap assets to cover personal expenses, understand the range of taxes you will face at various stages and manage your actions so you pay as low a tax rate as possible.
Peter Gaertner, CFP® is a Financial Planner and community educator with Affinity Wealth Management, LLC based in Wilmington. He has instructed retirement and estate planning courses at Delaware State University and the Lifelong Learning Center at the University of Delaware, and has shared his expertise with many other community members.
This workshop is presented by The Money School and the Lewes Public Library.
NOTE: this meeting is being conducted through Zoom. You MUST REGISTER to receive instructions for joining the meeting.
- March 24
1:00 pm - 3:00 pm
- Event Category:
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