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