Loading...

Course Description

The problem is simple; most people pay more in 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 horrific 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.

Joe Dowdall, MBA has worked in the financial services industry for over 17 years and has spent the last 13 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).

Loading...
Enroll Now - Select a section to enroll in
Section Title
How to Avoid Overpaying Taxes in Retirement
Type
Lecture
Days
M
Time
10:00AM to 11:00AM
Dates
Oct 21, 2024 to Oct 28, 2024
Schedule and Location
View Details
Contact Hours
2.0
Location
Course Fee(s)
Course Fee non-credit $0.00 Click here to get more information
Required fields are indicated by .