Class
SAVVY TAX STRATEGIES IN RETIREMENT
- Thursday, November 20, 2025 · 1 session · Thursday · 6:30 – 8:30pm
- Strath Haven High School · 114 West Brookhaven Road (at the intersection with Allencrest Lane) · Wallingford, PA 19086
- Instructor: Andrew Herron, Kevin Manning and Myriah Lipke
- Class #30 · Personal Finance
Understanding how retirement income and assets are taxed is vital yet often overlooked. Explore strategies to retain more wealth, including partial Roth conversions, tax friendly states to live in, and how Social Security, pensions, earnings and withdrawals impact your financial longevity in retirement.
SHHS Room 315
Location
Strath Haven High School
114 West Brookhaven Road (at the intersection with Allencrest Lane)
Wallingford, PA 19086
Instructor: Andrew Herron, Kevin Manning and Myriah Lipke
Andrew Herron, Kevin Manning and Myriah Lipke are Certified Financial Planners. Andrew and Kevin are the founding members of Stone Pine Financial Partners located in Media. Myriah is Stone Pine’s Director of Financial Planning. They have over thirty years combined experience helping individuals and families transition to retirement.
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