Taxation in Retirement (pre-register)

Class #3037-WS25
Instructor: Christi Dickey

Christi shares her personal experience as a beneficiary, widow, retired, friend, and volunteer tax preparer as it relates to taxation in retirement. Topics discussed are qualified and non-qualified investments, RMD, QCD, IRA, IRMAA, Social Security, and tax strategies. Learn what these acronyms mean and how they will affect your life. Christi has a BS in Business Administration.