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How Tax Planning Changes Through Four Stages of Retirement

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During your retirement years, your tax rate could vary widely. This will depend on the timing and order in which you tap different sources of funds to pay for your living expenses. You should 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 (Stage 1 begins at age 50)
  • Address how taxes impact Social Security and Medicare
  • Plan when to tap different accounts so you don’t overpay taxes

Watch a Video

What will you 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

Tax planning through the four stages of retirement can reduce tax liabilities, maximize deductions and credits, and keep more money in your pocket.

Find out how in this free webinar!


Learn from a Fee-Only Financial Planner

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James Grennen

Woodhull Capital Advisors, LLC