Broker Check

How Tax Planning Changes through the 4 Stage of Retirement




How Tax Planning Changes through the 4 Stage of Retirement

Tuesday, January 14, 2020

6:00p - 8:00p EST

Harford Financial Group

Harford Financial Group

836 South Main Street
Suite 105
Bel Air, MD 21014
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Note:

*If we need to cancel due to inclement weather we will call you.

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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

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