March 24th, 2021 - 1:00 pm
How Tax Planning Changes Through Four Stages of Retirement
Wednesday, March 24 | 1:00 PM Eastern Time
People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties.
Because your tax exposure will change throughout retirement, you need a tax strategy that anticipates how and when you tap assets to cover personal expenses, understand the range of taxes you will face at various stages and manage your actions so you pay as low a tax rate as possible.
Peter Gaertner, CFP® is a Financial Planner and community educator with Affinity Wealth Management, LLC based in Wilmington. He has instructed retirement and estate planning courses at Delaware State University and the Lifelong Learning Center at the University of Delaware, and has shared his expertise with many other community members.