With our goal of helping you thrive before and during your retirement years, Keen Wealth Advisors is dedicated to providing you with ongoing online education workshops designed to keep you apprised of latest trends and updates that may impact your financial picture in retirement. Please register and join us for these informative webinars.
Webinar: Tax Planning Through the Four Stages of Retirement
Retirees often don’t understand how taxes work in retirement since tax rates can vary widely over the years. This variation is generally based on the timing and order in which you use different income sources to pay for your living expenses.
In your retirement years, you’ll want to apply the tax code in an organized and efficient way so that you can:
Identify the types of taxes you will face at various stages
Address how taxes impact Social Security and Medicare
Plan when to tap different accounts so you don’t overpay taxes
To help you navigate these variables, we are conducting a complimentary virtual workshop on Tax Planning Through the Four Stages of Retirement.
During this webinar, you will learn about:
The critical tax questions you should 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
We hope you can join us for this important workshop.
If you have any items that you would like us to address during the webinar, please send them to info@keenwealthadvisors.com.
