
14
Jan
How Tax Planning Changes through the 4 Stage of Retirement
Description
Topics covered in the workshop include:
- 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
- IRA challenges and important considerations for rollovers
- What you need to think about when it comes to estate planning and taxes
- Mistakes to avoid when it comes to your investment portfolio, health care, and estate
Date and Time
Tue, Jan 14, 2020
6:00p - 8:00p EST
Location
Harford Financial Group
836 South Main Street
Suite 105
Bel Air ,
MD
21014
Note
*If we need to cancel due to inclement weather we will call you.