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Keeping More of Your Wealth: Retirement Tax Planning Strategies


Adult Enrichment / Finance -
Fall 2024 Bloomington Youth and Adult Enrichment

You must pay taxes, but don't leave the IRS a tip! Understanding tax strategies and managing your tax bill are integral parts of a sound financial plan.  Ignoring the tax consequences to your specific situation may result in paying more than you need to.  Some taxes can be deferred, and others can be managed through tax-efficient investing.  Whether it's determining where to save for retirement, how to create a tax efficient retirement paycheck or how to pass wealth to future generations, with careful and consistent planning, you can potentially reduce your lifetime tax bill.

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1421-F01

  Tom Scheck


Community Education Campus - 2575 W 88th St Bloomington, MN 55431 : 226
Tuesday, Sep 24
6:30 - 8:30 PM

Su
M
Tu
W
Th
F
Sa

Ages   18 yr. - 99 yr.

$ 25.00
1 session
1421-F02

  Tom Scheck


Community Education Campus - 2575 W 88th St Bloomington, MN 55431 : 226
Tuesday, Oct 15
6:30 - 8:30 PM

Su
M
Tu
W
Th
F
Sa

Ages   18 yr. - 99 yr.

$ 25.00
1 session