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How Tax Planning Changes Through Four Stages of RetirementMoneyIn 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 living expenses. You want to apply the tax code in an organized and efficient way. Learn why tapping assets in the wrong order can trigger higher Medicare premiums, four stages of retirement and important tax actions in each stage, including tricky IRA challenges and mistakes to avoid when it comes to your investment portfolio, health care and estate. Eligible UCare members may receive up to a $15 discount on many Community Education classes when registering over the phone. Contact Community Education for further information.Adult - Spring/Summer 2022
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Life After WorkMoneyWhether you plan to stop work all at once or ease into retirement, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will you live? Where will your income come from? How can you make it last? Join us for an enlightening class that will get you thinking about your next phase of life and how to prepare for it. Eligible UCare members may receive up to a $15 discount on many Community Education classes when registering over the phone. Contact Community Education for further information.Adult - Spring/Summer 2022