Pre-Retirees often don't understand how ta xes work in retirement\, but they're acutely aware of the size of their ta x bill each year. \; In retirement\, your tax rate may vary widely ove r the years based on timing and order in which you use different sources o f money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.
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You need a retirement tax s
trategy that will:
-Identify the types of taxes you will face at vari
ous stages
-Address how taxes impact Social Security and Medicare
-Plan when to tap different accounts so you don't overpay taxes
Attend this educational talk and you will learn:
-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 wro
ng order can trigger higher Medicare premiums
-Why you need to manage
taxes even before you retire
-The four stages of retirement and impo
rtant tax actions in each stage\, including tricky IRA challenges
-Mi
stakes to avoid when it comes to your investment portfolio\, health care\,
and estate