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