Course Detail: O_TAXES - REMOTE - Tax Planning in Retirement

This workshop will cover key considerations for managing taxes in retirement. We will cover topics such as how various types of income are taxed in retirement, how to avoid Social Security and Medicare tax traps, how to take distributions from retirement accounts in a tax-efficient manner, and charitable giving in retirement. In addition, we will consider tax planning strategies from the perspectives of those already in retirement and those still working toward retirement.

Course Pre-requisites
(required) OLLI Membership 2024-2025

 Session Information: OPSUM24_R_WS_TAXES (22 seats (73%) remaining)

Schedule: Every day, starting on 07/12/24 and ending on 07/12/24
Only 27 days left to register!
Times: 09:30am-11:30am EDT
OLLI Workshop Short $20 : $20.00

Instructors

Name Additional Resources
Derek Tharp

Facility Detail

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Your Street
Your Town, ME 00000