Free Webinar

How Tax Planning Changes Through Four Stages of Retirement

About the Webinar

Because tax exposure changes throughout four stages of retirement, you need a strategy that anticipates both traditional taxes AND possible taxes, surcharges, and penalties related to Social Security, Medicare, and other income sources. In this webinar, we will cover:

  • Early Retirement

    What can be done early in retirement (or pre-retirement) to take advantage of tax-preferenced accounts, avoid Social Security and Medicare tax traps, and how to use Roth conversions in low tax bracket years.

  • Middle Retirement

    How retirees can managed planned required minimum distributions (RMDs) to reduce tax burdens.

  • Late Retirement

    How assets can be organized for efficiency in estate planning and to protect against long-term care expenses in a tax-efficient manner.

  • Derek Tharp, Ph.D., CFP®, CLU®, RICP®

    President, Conscious Capital, Inc. | Assistant Professor of Finance, USM

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