21
May
How Tax Planning Changes Through Four Stages of Retirement
Description
- Do you know what your real retirement savings are—after taxes?
- Are you planning ahead to avoid “tax traps” from Social Security benefits and Medicare premiums?
- What’s the right order for withdrawing from taxable, tax-deferred, and tax-free accounts?
- Could you be unintentionally creating a tax bomb for your heirs?
- Are you planning ahead to avoid “tax traps” from Social Security benefits and Medicare premiums?
- What’s the right order for withdrawing from taxable, tax-deferred, and tax-free accounts?
- Could you be unintentionally creating a tax bomb for your heirs?
Join us to explore the range of taxes you’ll face throughout retirement, so you can keep more of what you’ve earned and pay the lowest tax rates possible.
Date and Time
Wed, May 21, 2025
5:00p - 6:00p PST