WEBINAR REPLAY: Tax Planning Through Four Stages of Retirement

Live Webinar Date: June 30th, 2021

During this virtual workshop Matt discussed: 

• The critical tax questions 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