The Four Stages of Taxes in Retirement

Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Also, tax planning changes through the four stages of retirement. It’s harder than you think and it needs careful planning. Learn what’s involved in creating a retirement tax strategy.

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, a program of the Delaware Community Reinvestment Action Council (DCRAC). Log in to their website to register and view the full class listing. To register by phone, call 1-877-307-6858.

NOTE: this meeting is being conducted through Zoom. You MUST REGISTER to receive instructions for joining the meeting.