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Course Description

A Two-Day Workshop to Help You Preserve, Grow, and Protect Your Retirement Income

Day 1: "Tax Planning in Retirement – Understanding How Taxes Really Work"

  • How different types of retirement income are taxed (Social Security, pensions, IRAs, etc.)
  • Tax brackets in retirement and their impact on withdrawal strategies
  • Managing Required Minimum Distributions (RMDs)
  • Roth conversions, charitable giving, and other tax-savvy tools
  • Avoiding common tax pitfalls that reduce retirement income

Day 2: "Investment Fundamentals – Building Confidence and Clarity"

  • Understanding the basic types of investments: stocks, bonds, mutual funds, ETFs
  • The role of diversification, risk, and return in a retirement portfolio
  • Balancing income needs with long-term growth
  • Simple strategies to stay informed and in control
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Enroll Now - Select a section below
Section Title
Smart Tax and Investment Strategies for Retirement (Angela Rehkop)
Section Schedule
Jun 17, 2025 to Jun 18, 2025
Type
Classroom
Days
T
Time
10:00AM to 12:00PM
Dates
Jun 17, 2025
Type
Classroom
Days
W
Time
10:00AM to 12:00PM
Dates
Jun 18, 2025
Schedule and Location
View Schedule
Contact Hours
4.0
Location
  • Century Center
Delivery Options
Classroom  
Course Fee(s)
Tuition non-credit $55.00 Click here to get more information
Drop Request Deadline
Jun 10, 2025
Transfer Request Deadline
Jun 10, 2025
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