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28 March
Plan Ahead for Taxes in Retirement


PLAN AHEAD FOR TAXES IN RETIREMENT with Scott Turner, CFP® and Steven Klimaszewski, CFP® 
You have accumulated money during your working years in order to enjoy your retirement years, but the tax deductions you enjoyed while working may lead to taxes in retirement.  Come hear about the taxes you will pay on the income you receive in retirement and how you can reduce your tax burden. The instructors will cover the three categories of taxable income:

  • Tax-free (e.g., Roth IRAs, health savings accounts)
  • Fully taxable (e.g., pension and Traditional IRA withdrawals)
  • Partially taxable (e.g., Social Security, rental income)

The instructors will also give insights into what your tax burden might be and provide some tips on how to invest tax-efficiently.

Tuesday • March 28 • 7-8pm • HGHS, L-216 • $20 (Free for Chappaqua Seniors)

Date and Time

Tue, Mar 28, 2023

7:00p - 8:00p EST


Horace Greeley High School

70 Roaring Brook Road
Chappaqua , NY 10514


Room L-216

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