Tax Planning in Retirement

  25SM-BUS007
  Community Ed Spring 2025
  5/12/2025
  Mon
  6:30 PM - 7:30 PM
  East Middle
  Team Room
  Matthew McAnulty
  $5.00

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Schedule

Monday, May 12
6:30 - 7:30 PM

Info

Matthew McAnulty, CFP, EA, Sgroi Financial

This class will cover what everyone needs to know about taxes in retirement.  When someone plans on retiring, or is already retired, they will often ask: Is my social security taxable? How is my pension taxed? How do taxes affect my retirement account distributions? What are Required Minimum Distributions?  If I have an annuity, will that be taxed? What type of accounts are taxable, maybe taxable, and never taxable? How are inheritances taxes to my heirs? Get answers to these questions and more, to help make retiring easier.

Gold card eligible.