How Tax Planning Changes Through 4 Stages of Retirement

Matthews, NC

Your host will be Bill Romeo CFP from the Everest Retirement Planners Matthews, NC office.

Click HERE to register.

Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy

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

Please try to sign in 5-10 minutes early so that we can start on time. Questions or need more information? Please call us at 704.708.5001 or send an email to