Managing Taxes In Retirement (Taught by Robert Jeter, CFP, CRPC)
This class, open to the public and taught by Certified Financial Planner™ Robert Jeter will examine various tax issues related to retirees. We will discuss how Social Security benefits are taxed, Medicare premiums, RMD’s (Required Minimum Distributions), charitable giving and other tax-related items.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.
For registration, please click the link below or call our office at 410-677-4848.