E 166 RETIREMENT AND TAX PLANNING: HOW TO AVOID PAYING EXCESS TAXES*

Wednesday, 3/15 (One session) 7:00 - 8:30 PM Fee: $25

HS Room: 185

This class will discuss important topics such as:

The critical tax questions to answer before retirement

The surprises that often make retirement more expensive

The four stages of retirement and important tax actions in each stage, including tricky IRA challenges

Mistakes to avoid when it comes to investments, health care, and estate planning

INSTRUCTOR: Paul Muller, graduated from the State University of New York at Albany with a degree in Economics and has over 20 years of experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65 registration through Vision Retirement.