How Tax Planning Changes Through Four Stages of Retirement

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 Presented by: Michael Redden Attorney at Law.

RSVP Today, seating is limited: 

Date & Time: September 18th 2019 | 6PM 

Location: 12800 Whitewater Drive, Suite 100 Minnetonka MN 55343