Please join us Monday March 20th, 2023 at 6:00p.m. for our 3rd educational workshop discussing: How Tax Planning Changes Through Four Stages of Retirement."

Retirees often don't understand how taxes work in retirement. But they're keenly concerned about the size of their tax bill each year. Learn what's involved in creating a retirement tax strategy.

You need a retirement tax strategy that will:

*Identify the types of taxes you will face at various stages.
*Address how taxes impact Social Security and Medicare.
*Plan when to tap different accounts so you don't overpay taxes.

Attend this complimentary workshop and you will learn:

* 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, including tricky IRA challenges.
*Mistakes to avoid when it comes to your investment portfolio, health care and estate.