Broker Check

Tax Planning in Retirement

Tax Planning in Retirement

Monday, September 23, 2019

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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Stephanie Robertson


Adam Freeland and Melissa Mullan

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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