No Fee   ▪ 6:15 - 8pm ▪ Room LGI
Course #2251 ▪   Tues 10/15

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 your living expenses. You want to apply the tax code in an organized and

efficient way. Attend and you’ll learn the following:

 Address how taxes impact Social Security and Medicare

 The surprises that often make retirement more expensive

 What the Social Security “tax trap” is and how you can avoid it

 Why tapping assets in the wrong order can trigger higher Medicare premiums

 Why you need to manage taxes even before you retire

 Mistakes to avoid when it comes to your investment portfolio, health care, and estate