TAX & INCOME PLANNING STRATEGIES

A CLASSROOM COURSE FOR THOSE 55 AND UP – TEACHING THE PRINCIPLES OF SOUND
TAX & RETIREMENT INCOME PLANNING

Tax Planning to Make the Most of Your Retirement

Post-retirement tax planning is often more difficult than planning for retirement. You are managing your entire nest egg, not collecting paychecks anymore, and have less time to recover from potential mistakes. When you retire, financial objectives, time horizon, and investment choices will most likely change. We discuss how to transition from your retirement plan to your post-retirement income plan. This real-world learning approach makes attending this course both entertaining and informative.

In this course, you learn time-tested strategies for tax planning designed to make the most of your retirement income. We apply these strategies by comparing various rules and requirement so you can see how different choices affect your retirement savings.

Tax Planning should play a key role in your retirement income strategy!

REGISTER ONLINE
www.cofe-edu.org/courses
and enter the Course Code in the Search box
OR
REGISTER BY PHONE
Call 877-892-7088
24 hours a day / 7 days a week