In this adult education class, we will cover the history of taxes in the US, look at the state of the economy, and discuss several strategies that are designed to help retirees and pre-retirees lower their tax bills — legally and without compromising good citizenship.
Your parents may have been able to simply enjoy their retirement party — and go to collecting pension checks and Social Security. You don’t have that same luxury. So, you need to arm yourself with knowledge about investment accounts, taxes, Social Security, healthcare expenses, and more.
Nearly three out of every four affluent, older adults list rising healthcare costs as one of their top fears in retirement. And yet, planning for healthcare expenses in retirement gets more complex every year. This course will present foundational facts about Medicare, private insurance, and savings strategies you need to know in order to be prepared for what’s next.