For many people, taxes involve collecting paperwork at the beginning of the year and handing them over so a tax return can be prepared. There might be a refund or amount owed, they are not really sure. But this is not the right way to approach taxes, especially in retirement. Small decisions can have a huge impact on the amount of taxes you pay.

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your expenses. People often pay more in taxes than necessary because they don’t understand the challenges of retirement tax planning. This class aims to change that.