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      How Tax Planning Changes Through Four Stages of Retirement in Lewes


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      June 10, 2020

      Wednesday   1:00 PM - 3:00 PM

      111 Adams Avenue
      Lewes, Delaware 19958

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      How Tax Planning Changes Through Four Stages of Retirement

      People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. Because your tax exposure will change throughout retirement, you need a tax strategy that anticipates how and when you tap assets to cover personal expenses, understand the range of taxes you will face at various stages and manage your actions so you pay as low a tax rate as possible.

      Peter Gaertner, CFP® is a Financial Planner and community educator with Affinity Wealth Management, LLC based in Wilmington. He is an instructor from The Money School, a program of the Delaware Community Reinvestment Action Council (DCRAC).

      Online program presented by the Lewes Public Library.

      NOTE: this meeting is being conducted through Zoom. You MUST REGISTER to receive instructions for joining the meeting.

      Cost: Free -

      Categories: Education

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.

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