For most people, taxes involve collecting paperwork at the beginning of the year and handing them over so a tax return can be prepared. There might be a rebate or a bill, they're not really sure. But this isn't the right way to approach taxes, especially in retirement. Small decisions can have a huge impact on the amount of taxes you pay.
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 your expenses. People often pay more in taxes than necessary because they don’t understand the challenges of retirement tax planning. This seminar aims to change that.
The spending phase of retirement is more complicated than the savings phase of pre-retirement. Unfortunately, tax planning is often overlooked – this is like planning to lose money! You have to know what your "after-tax" retirement savings picture looks like before retiring, and create a strategy.
Topics covered in the workshop include:
This course is now offered virtually (via Zoom) through Portland Community College's Community Education Department. To Register please call 971-722-8888 and choose option 3 or select the registration button below.
If registration is full, please join the wait list by submitting your information below.