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TAX EFFICIENCY in RETIREMENT, 6-8 pm, Thursday, March 21, Palm Ridge Recreation Center, Acacia Room; $10 fee.
Tax planning is a process individuals, businesses, and organizations use to evaluate their financial profile, with the aim of minimizing the amount of taxes paid on personal income or business profit. Effective tax planning entails analyzing investment instruments, expenditures, and other factors such as filing status for your tax liability impact. Learn more about what to consider in your retirement tax planning and how to choose the strategies that work for your situation that also incorporates your estate planning, investments and life insurance instruments. Learn what strategies work to more effectively save and efficiently pay taxes, especially when living on lower incomes in retirement.
Instructor Scott Sandell is Phoenix Chapter President of the Foundation for Personal Financial Education, a not-for-profit educational speakers bureau and owner of SES Services in Phoenix.