16 Oct
Tax-Efficient Retirement: Strategic Planning for Future and Current Retirees

Description

In retirement, your tax rate could vary widely depending on the timing and order in which you use different sources of money to pay for your living expense.  This class will teach you how to apply the tax code in an organized and efficient way.  In this class, we will identify the types of taxes you'll face at various stages of retirement, and learn how to plan when to tap different accounts so you don't overpay taxes.  Explore how to avoid the Social Security tax trap, additional Medicare premiums, and other unwanted tax surprises in this course.

Date and Time

Thu, Oct 16, 2025

5:30p - 8:30p MST

Location

Santa Fe Community College

6401 Richards Ave
Santa Fe, , NM 87508

Note

Courses offered through Santa Fe Community College require registration and payment through the college. Follow the registration link below for details.

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PT3H

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