Broker Check

Savvy Tax Planning for Retirees

How Tax Planning Changes Through Four Stages of Retirement Class Overview

For most people, taxes involve collecting paperwork at the beginning of the year and handing them over so a tax return can be prepared. There might be a rebate or a bill, they're not really sure. But this isn't the right way to approach taxes, especially in retirement. Small decisions can have a huge impact on the amount of taxes you pay.

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your expenses. People often pay more in taxes than necessary because they dont understand the challenges of retirement tax planning. This seminar aims to change that.

The spending phase of retirement is more complicated than the savings phase of pre-retirement. Unfortunately, tax planning is often overlooked this is like planning to lose money! You have to know what your "after-tax" retirement savings picture looks like before retiring, and create a strategy.

Topics covered in the workshop include:

  • The critical tax question you must answer before retirement
  • The surprises that often make retirement more expensive
  • What the Social Security "tax trap" is and how you can avoid it
  • Why tapping assets in the wrong order can trigger higher Medicare premiums
  • Why you need to manage taxes even before you retire
  • The four stages of retirement and important tax actions in each stage
  • IRA challenges and important considerations for rollovers
  • What you need to think about when it comes to estate planning and taxes
  • Mistakes to avoid when it comes to your investment portfolio, health care, and estate

This course is now offered virtually (via Zoom) through Portland Community College's Community Education Department. To Register please call 971-722-8888 and choose option 3 or select the registration button below.

If registration is full, please joint the wait list by submitting your information below.


Registration Information:

  • Each class offered is limited to 40 attendees and provided by Portland Community College's Community Education program.
  • Once registered, all learners will receive the secure Zoom link and passcode to attend.
  • The tuition paid to PCC to attend the course covers a tax planning in retirement outline (sent via email) and an optional one-hour lab session following the course with the instructor. This lab session can be utilized to answer any personal questions or to review key course topics in more detail.
  • If you can't make the next class or registration is full, please use the registration button above to join the wait list to be notified when the next course is available.

Have a Question?

Thank you!
Oops!