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Tax Planning in the Four Stages of Retirement Webinar

We hope you will join us for our upcoming interactive webinar that will help you learn what you should do and what you should avoid when it comes to taxes before and during retirement.

The goal is to help you understand how the tax code and other rules could impact your financial planning and investments. The distribution (spending) stage is much different than the accumulation (saving) stage and your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. 

Join us:

Tuesday, June 2, 2020 at 6:00 PM

Click Here to Join the Zoom Meeting
Meeting ID: 917 7616 4925 
Password: 761348
Dial in: +1 929 205 6099 US 

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.

You need a retirement tax strategy that will:
√ 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


Attend this complimentary workshop and 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