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