How Tax Planning Changes Through 4 Stages of Retirement

How Tax Planning Changes Through Four Stages of Retirement

This informative, action-oriented seminar is supported by stories, data, and illustrations about the importance of proactive tax planning.

• Key #1: You have to know what your "after-tax" retirement savings picture looks like. BEFORE retiring: Emphasizing that the types of accounts you hold and when you tapthem can have a dramatic impact on your actual retirement savings.
• Key #2: Social Security and Medicare have their own "tax traps" and you need to plan forthem, too: Describing the effects of the Social Security tax torpedo and Income-RelatedAdjustment Amount (IRMA). 
• Key #3: You must plan how and when you will use taxable, tax-deferred, and tax-freeassets to manage your income and tax brackets efficiently: A discussion with casestudies of questions families need to consider and actions they should take at eachstage of the retirement planning process: pre-retirement, early years of retirement,middle years, and later years of retirement.[ROTH, pre-tax, etc. best practices on whento use which]
• Key #4: Organize your assets for your family’s benefit—estate planning still matters! Aculmination of what has been discussed so far as shown through the example of atypical co

PDF download of course materials included.