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Course Description

Tax Planning in Retirement: Four Stages | Examine the four stages of retirement and the important tax actions necessary in each stage, including IRA challenges. Discuss elements of a tax strategy plan to maximize retirement income and avoid hidden taxes and penalties. $39 includes $10 fee. Note: Designed for pre-retirees and retirees. Instructors do not provide advice on specific tax strategies, and neither the instructor nor AACC is responsible for students personal tax strategies.

Learner Outcomes

Identify and explain the four stages of retirement and match at least one key tax-planning action to each stage; List three critical tax-planning questions that should be addressed before retirement and explain how proactive tax management can affect retirement income; Explain how withdrawing assets in different sequences can affect taxable income and increase Medicare premium surcharges (IRMAA); Name three common retirement-planning mistakes related to investment management, healthcare planning, and estate planning and describe strategies to avoid them; Summarize the key provisions of the Tax Cuts and Jobs Act of 2017 that impact retirees and describe their potential tax implications.
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Section Title
Tax Planning in Retirement: Four Stages
Type
In Person
Days
T
Time
6:00PM to 8:30PM
Dates
Mar 02, 2027
Schedule
View Details
Contact Hours
2.5
Location
  • Main Campus
Delivery Options
In-Person  
Course Costs
Open Enrollment non-credit $39.00 Click here to get more information
Registration Fee
Drop Request Deadline
Mar 01, 2027
Section Transfer Request Deadline
Mar 01, 2027
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