Scarsdale Adult School Catalog Fall/Winter 2024-25
Life After Work: How to Prepare a Good Life in Retirement
How Tax Planning Changes Through Four Stages of Retirement
Whether you plan to stop work all at once, or ease into retirement by working part-time, 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 your income come from? How can you make it last? Learn why you need a retirement income plan, six questions to ask before you retire, how to determine how much income you will need in retirement, four primary sources of retirement income, four popular withdrawal strategies and the pros and cons of each, how retirement income is taxed, five tax planning strategies in retirement, and a retirement income action plan. PAUL TRAMONTOZZI (see bio for “How Tax Planning Changes Through Four Stages of Retirement”). Thursday, October 17 • 7:00pm-8:30pm • Scarsdale High School • Course 12887 • $20 Tuesday, February 4 • 7:00pm-8:30pm • Scarsdale High School • Course 12951 • $20
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 expenses. It is important to apply the tax code in an organized and efficient way. Learn the critical tax questions to answer before retirement, surprises that often make retirement more expensive, four stages of retirement and important tax actions in each stage, and mistakes to avoid when it comes to investments, health care, and estate planning. PAUL TRAMONTOZZI , CFP® began his career in finance on the floor of the American Stock Exchange in 2001 and spent 14 years on Wall Street in various trading roles. He now works as a Certified Financial Planner™ with Stratos Wealth Partners to help his clients ensure their financial well-being. Tramontozzi received a BA in Economics from Binghamton University in 2001.
Tuesday, November 12 • 7:00pm-8:30pm • Scarsdale High School • Course 12886 • $20 Tuesday, March 4 • 7:00pm-8:30pm • Scarsdale High School • Course 12950 • $20
www.ScarsdaleAdultSchool.org • (914) 723-2325
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