Savvy Tax Strategies in Retirement
Code: IM42011
Dates: March 9, 2023
Meets: 6:30 PM to 8:30 PM
Sessions: 1
Location: Creutzburg Center
Course Fee: $49.00
Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.
Discuss strategies for retaining more of your hard-earned resources including how and when it makes sense to do partial Roth Conversions, tax consequences based on where you choose to live in retirement, the different taxation structures of Social Security, pensions, part-time earnings and retirement withdrawals among other ways to preserve the longevity of your assets.
Andrew Herron
Andrew Herron and Kevin Manning are CERTIFIED FINANCIAL PLANNERS™ and the founding members of Stone Pine Financial Partners located in Media, PA. They have over 30 years of combined experience helping individuals and families transition to retirement. Andrew and Kevin are experts in retirement distribution planning and have created a system called The Flight Path™ to help bring clarity to the complexities of the retirement distribution phase. They also specialize in Social Security planning and are passionate about educating people on how to best take advantage of this retirement benefit. They’ve previously taught classes and seminars on retirement planning and Social Security at local universities and they sponsor community financial education throughout the year.N/A
Kevin Manning
Andrew Herron and Kevin Manning are CERTIFIED FINANCIAL PLANNERS™ and the founding members of Stone Pine Financial Partners located in Media, PA. They have over 30 years of combined experience helping individuals and families transition to retirement. Andrew and Kevin are experts in retirement distribution planning and have created a system called The Flight Path™ to help bring clarity to the complexities of the retirement distribution phase. They also specialize in Social Security planning and are passionate about educating people on how to best take advantage of this retirement benefit. They’ve previously taught classes and seminars on retirement planning and Social Security at local universities and they sponsor community financial education throughout the year.N/A
