Managing Taxes in Retirement

Certified Financial Planner Robert Jeter examines various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMD’s (Required Minimum Distributions), Charitable giving and other tax-related items. There will be time for discussion at the end of class.

 

To register by phone, call the Delaware Money School at 1-877-307-6858. Walk-ins are welcome.