The Council of Financial Educators Presents

TAX & INCOME PLANNING STRATEGIES FOR 2021 AND BEYOND


Post-retirement tax planning is often more difficult than planning for retirement. We discuss how to transition from your retirement plan to your post-retirement income plan. This real-world learning approach makes attending this course both entertaining and informative.
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In this course, you learn time-tested strategies for tax planning designed to make the most of your retirement income. We apply these strategies by comparing various rules and requirements so you can see how different choices affect your retirement savings.

  • Dan Brooks, COFE Instructor

    Webinar Host

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