Event Description

No amount of planning and careful investment relieves the retired person of two burdens: 1) Cash will be required to live . . . food, occupancy, clothing, transportation, etc., and 2) Some cash will be required to pay federal, state, and local income and other taxes. This course discusses types of investments and planning to take to meet living needs while keeping income taxes low, or avoiding tax altogether . . . the Holy Grail of financial planning.