Presentation: Your Financial Golden Years – Managing Taxes Around Retirement Time
Channel: San Francisco Public Library
Date: 20/04/2021

Discuss topics such as how to avoid big jumps in your tax bracket during your retirement years, how is Social Security is taxed, how to manage taxation of your RMDs and what happens if you relocate to another state when you retire.  Presented by Heather C. Liston, CFP®, Enrolled Agent.