Broker Check
09 March
How Tax Planning Changes Through 4 Stages of Retirement


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

Thu, Mar 09, 2023

6:30p - 7:30p EST


Everest Retirement Planners office and via Webinar

2544A Plantation Center Drive
Suite A
Matthews , NC 28105
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Event Registration