Taxes in Transition – Smart Planning for Retirement and Relocation

In-person

This Money School workshop focuses on tax planning challenges and opportunities that arise during retirement and relocation. The presenter will review income coordination, tax efficiency, and long-term planning decisions that reduce your lifetime tax bill.

This class is taught by Robert Jeter, Financial Advisor from Back Bay Financial Planning & Investments and an instructor with the Money School, a program of the Delaware Community Reinvestment Action Council.

This workshop is presented by The Money School. Log in to register and to view the full class listing.

Registration is requested and walk ins are welcome, as space allows. To register by phone, call 1-302-298-3250.