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Retirement with Tami Lee

October 10, 2023 @ 10:50 am - 11:50 am

Instructor: Tami Lee, Liberty Tax Service

Location: BCAR Education Center

  • What counts as income?
  • Retirement Planning
  • How is my Social Security taxed?
  • Is my mortgage interest deductible?
  • Required minimum distributions
  • Roth conversions
  • IRA contributions
  • Sale of a house or personal residence
  • Death of spouse

 

You may be interested in:

+ Taxes with Tami Lee on October 10 at 9:30 am
+ Insurance with Tami Lee on October 10 at 12:30 pm

Cost: Free