Description

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Taxes do not stop in retirement and many people are surprised by how they work. This educational workshop will help you understand the basic tax rules in retirement, highlight common rax pitfalls to avoid, and explain ways retirees can be more tax efficient with their income. We will cover how different income sources such as Social Security, retirement accounts, and investments are taxed an d why timing matters. This workshop is for education only and does not provide tax or legal advice. Free, but you must preregister.

Activity Secondary Category

Adult

Location

CC Room 106 at Community Center

Instructor

Burkart Financial