How Tax Planning Changes Through Four Stages of Retirement


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Join us for a 3 part series that will help you understand the four stages of retirement and how to maximize your situation at each step. We’ll cover the following four key points:

  • Understanding your “after-tax” retirement savings picture before retiring
  • Planning around Social Security and Medicare “tax traps”
  • Managing your income and tax brackets efficiently
  • Organizing your assets for your family’s benefit

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