KEY #1: You must know what your after-tax retirement savings picture looks like BEFORE retiring.
KEY #2: Social Security and Medicare have “tax traps” and you need to plan for them, too.
KEY #3: You must plan how and when you will use taxable, tax-deferred, and tax-free assets to manage your income and tax brackets efficiently.
KEY #4: Organize your assets for your family’s benefit—estate planning still matters!
SOLUTION: Because your tax exposure will change throughout retirement, you need a tax strategy that:
- Anticipates how and when you tap assets to cover your personal expenses.
- Understands the range of taxes you will face at various stages.
- Manages your actions so you pay as a low a tax rate as possible.
For more information, Click Here for the brochure: How Tax Planning Changes Through Four Stages of Retirement.
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