Tax Planning Through the Four Stages of Retirement
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