Tax Efficiency in Retirement

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Program Type:

Educational

Age Group:

Adult
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Program Description

Event Details

In this day of low interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement.

A Q&A session is included in this program provided by Scott Sandell, the Arizona Chapter Director of the Foundation for Personal Financial Education, a 501c3 nonprofit organization.