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