Tax Planning Strategies

Learn how not to outlive your money and how taxes and inflation impact retirement. Discuss factors for successful money management and how to budget for economic change. Learn methods of tax avoidance and options of tax-free savings that are available to you. Discuss tax-deferral vs. tax-deductible vs. tax-free and the impact of each.

Presenter Bernie Wrezinski is a financial planner with years of experience.  He appears via the Institute of Financial Education, a local organization that provides free community information about budgeting.

Questions about this program can be emailed to Carol at reference@bloomingtonlibrary.org.