Broker Check
12 March
How Tax Planning Changes Through Four Stages of Retirement


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 log in 5-10 minutes early.

Date and Time

Tue, Mar 12, 2024

6:30p - 7:30p EST


Everest Matthews Webinar

2544A Plantation Center Drive
Matthews , NC 28105
View on Map

Event Registration