Advice for Tax Season: Tax Planning in the Four Stages of Retirement

Jean Riordan CFP and VP at TEG Credit Union will present this workshop. In retirement your tax rate may vary widely based on the timing and order in which you use different sources of money to pay for living expenses. You want to apply the tax code in an organized and efficient way. Attend this workshop to learn what you should do and what you should avoid when it comes to taxes.