April's tax day serves as an annual reminder to put your finances in order and plan for the future. Returning instructor Paul Tramontozzi, CFP®, will help you do so in his upcoming evening session of How Tax Planning Changes Through Four Stages of Retirement (Course 12620) on Tuesday, May 14, 2024.
As he will explain, your tax rate may vary widely in retirement, depending on the timing and order in which you use different sources of money to pay for expenses. Applying the tax code in an organized and efficient way is the key. Learn the critical tax questions to answer before retirement, surprises that often make retirement more expensive, four stages of retirement and important tax actions in each stage, and mistakes to avoid when it comes to investments, health care, and estate planning.
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