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