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Course Description

DISC 01SU25 – How to Avoid Overpaying Taxes in Retirement

The problem is simple; most people pay more taxes in retirement than is necessary.  Because retirees, and those preparing to retire don’t understand the complicated role of taxes in retirement, they could end up stumbling into horrif and costly mistakes.

This course is designed to give you, the learner, a guide through some of the “tax traps and opportunities” that retirees face through the four stages of retirement.

Wed.                            6/4 & 6/11                     1:30 pm-2:30 pm                       Campus: Frisco Room H225

Instructor:  Joe Dowdall                                                                                     Sessions: 2

*Collin College Frisco Campus 9700 Wade Blvd., Frisco, TX  75035     https://www.collin.edu/campuses/frisco/

 

Joe Dowdall, MBA has worked in the financial services industry for over 18 years and has spent the last 14 years as a financial planner in North Texas.  He earned his bachelor’s degree from the State University of New York and his M.B.A. in Finance from Saint Joseph’s Haub School of Business.  Joe is a certified Financial Planner (CFP®), Chartered Retirement Plan Consultant (CRPC) and a Retirement Income Certified Professional (RICP).

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Section Title
How to Avoid Overpaying Taxes in Retirement
Type
Lecture
Days
W
Time
1:30PM to 2:30PM
Dates
Jun 04, 2025 to Jun 11, 2025
Schedule and Location
View Details
Contact Hours
2.0
Location
  • Frisco Campus
Course Fee(s)
Course Fee non-credit $0.00 Click here to get more information
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