Description
Come learn practical ways to improve your retirement tax strategy. This class covers how different income types and tax brackets work in retirement, plus strategies like Roth conversions, smart withdrawal sequencing, and charitable giving. We’ll also address Social Security and Medicare tax traps and how to coordinate taxable, tax‑deferred, and tax‑free accounts. Ideal for those nearing or in retirement who want to keep more after taxes. Taught by local financial planner Peter Wolynski, CPA, CFP®.
