Recreation Centers of Sun City West
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Class Information for Winter 2018: TAX EFFICIENCY IN RETIREMENT, What You May Want to Know, 6 pm to 8 pm, Thursday, February 22, RH Johnson Lecture Hall (8000)


Tax planning is a process individuals, businesses, and organizations use to evaluate their financial profile, with the aim of minimizing the amount of taxes paid on personal income or business profit. Effective tax planning entails analyzing investment instruments, expenditures, and other factors such as filing status for your tax liability impact. Learn more about what to consider in your retirement tax planning and how to choose the strategies that work for your situation that also incorporates your estate planning, investments and life insurance instruments.

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