WEBINAR ON DEMAND: Tax Planning Through the Four Stages of Retirement, February 2026

February 26, 2026

Many retirees are surprised by how different taxes look in retirement. Tax rates can change from year to year, often based on when and how you use different income sources to cover your expenses.

With a thoughtful approach, the tax code can work in your favor. The goal is to understand what taxes you may face at different stages of retirement and how to make informed decisions along the way.

During this webinar, we covered:

• The key tax questions to answer BEFORE you retire

• Common surprises that can make retirement more expensive

• How taxes impact Social Security and Medicare

• What the Social Security tax trap is and how to avoid it

• Why withdrawing assets in the wrong order can increase Medicare premiums

• The four stages of retirement and the most important tax actions in each stage, including common IRA challenges

• Mistakes to avoid with your investment portfolio, health care decisions, and estate planning
  

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