Course Description

Tax Planning: Four Stages of Retirement | Examine the four stages of retirement and important tax actions necessary in each stage, including tIRA challenges. Learn what's involved in creating a tax strategy plan to maximize retirement income and avoid hidden taxes and penalties. Cost: $45 includes $10 fee. Note: Bring a snack and drink. Designed for preretirees and retirees. Instructors do not provide advice on specific investments and neither the instructor nor AACC is responsible for students' personal investments.

Learner Outcomes

Identify the four stages of retirement and the important tax actions required in each stage; Discuss important tax questions that must be answered before retirement and develop an understanding of why it is important to manage taxes prior to retiring; Describe why tapping assets in the wrong order can trigger higher Medicare premiums; Examine common mistakes to avoid involving an investment portfolio, health care and estate planning; Recognize the key tax changes as a result of the Tax Cut and Job Act of 2017.
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