Instructor: Stephanie Brown This presentation focuses on three important areas of tax planning for retirement including possible sources of income, the tax control triangle and tax strategies to consider helping ensure people are well positioned in retirement. We'll explore various potential sources of income in retirement, such as pensions, Social Security benefits, and personal savings accounts. Understanding how each source is taxed is crucial for effective planning. By the end of this presentation, you should have a clearer understanding of how to navigate the complexities of tax planning for retirement, ensuring a more secure and financially stable future.