How Tax Planning Changes Through Four Stages of Retirement

June 3, 2019  |  by Ali Bach

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 your taxes 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

Wednesday, June 26, 2019, 11AM – 12PM, RSVP by: June 15, 2019

Tuesday, July 2, 2019, 11AM – 12PM, RSVP by: June 22, 2019

Giant Community Center – Camp Hill 3301 E Trindle Road, Camp Hill, PA 17011
bmiller@contewealth.com (717) 317-5907

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