Tax Planning in 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.

At this workshop you will learn:

• The critical tax question you must answer BEFORE retirement
• 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
• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
• Mistakes to avoid when it comes to your investment portfolio, health care, and estate