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WEBINAR REPLAY: Tax Planning Through Four Stages of Retirement June 2022

Live Webinar Date: June 29th, 2022

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. 

During this webinar, you will learn about: 

  • 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