Taxes in Retirement

You have to pay taxes—but don’t pay more than you need to! In this class, you’ll learn how smart tax planning can help you save money now and in retirement. We’ll talk about:

How to choose the best places to save for retirement
How to create a tax-friendly retirement paycheck
How taxes affect Social Security and Medicare
How to pass money to your family without extra taxes

With careful planning, you can lower your lifetime tax bill and keep more of your hard-earned money. This class will help you understand your options and make smarter financial choices.

Tom Scheck

My name is Tom Scheck and through my work as a Financial Advisor I help clients make smart decisions with their money for their retirement. I enjoy engaging with the community during my classes where we discuss strategies for success in many areas of personal finance. When I am not meeting with clients or teaching a class, I enjoy spending time outside with my family.

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