At this workshop you will learn:

• The key tax question to address before you retire
• Unexpected expenses that can drive up retirement costs
• What the Social Security "tax trap" is and how to steer clear of it
• How withdrawing from the wrong accounts can lead to higher Medicare premiums
• The importance of managing taxes even prior to retirement
• The four phases of retirement and essential tax strategies for each, including tricky IRA issues
• Common mistakes to avoid with your investment strategy, healthcare planning, and estate management