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Course Description

This is a comprehensive course designed to address the often-overlooked tax implications of retirement planning. Students will learn how to strategically structure their retirement income plans by emphasizing the importance of tax diversification across various sources such as Social Security, IRAs. 401Ks, non-qualified accounts, and short and long-term capital gains. The course will also cover the most critical factors influencing Social Security election decisions, highlighting the role of taxes as a key consideration. By implementing tax diversification strategies, students will be equipped to mitigate the heightened risk of rising taxes and ensure a financially secure retirement.
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Section Title
Tax-Savvy Retirement Planning
Type
Lecture
Days
T
Time
6:00PM to 8:00PM
Dates
Oct 06, 2026
Schedule and Location
View Details
Contact Hours
2.4
Map of Campus
Delivery Options
Evening (after 5:00 p.m.)  
Course Fee(s)
Course Cost non-credit $30.00
Instructors

Section Notes

Course Cost: Fee: $30
Class located in Darlington Hall, DH 228
 
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