TAX PLANNING THROUGH FOUR STAGES OF RETIREMENT*                                                       Fee: $25
E 153 Wednesday, 10/4 (One session)                     7:00 - 8:30 PM        HS Room: 185 
Do you know how tax planning changes through different stages of retirement? In retirement, your tax rate may vary widely over the years based 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 essential. Attend this course and you will learn the following:

Critical tax questions to answer before retirement

Surprises that often make retirement more expensive

Four stages of retirement and necessary tax actions in each stage, including tricky IRA challenges

 Mistakes to avoid when it comes to investments, health care, and estate planning And much more!

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.