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:
1) Identify the types of taxes you will face at various stages
2) Address how taxes impact Social Security and Medicare
3) Plan when to tap different accounts so you don’t overpay on taxes
Attend this complimentary dinner seminar and you will learn:
*The critical tax question you must answer BEFORE retirement
*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
*Why you need to manage taxes even before you retire
We hope that you can join us for an evening of education over good food, (venue to be confirmed). Thank you and we look forward to seeing you soon!