05
March
Helping to understanding how taxes work in retirement
Description
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
Date and Time
Fri, Mar 05, 2021
12:00p - 1:00p MST