Broker Check
21 Jan
FULL--Lunch & Learn: How Tax Planning Changes Through Four Stages of Retirement


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

Date and Time

Tue, Jan 21, 2020

12:00p - 1:45p EST


McLean Advisory Group

516 Route 9
Waretown , NJ 08758
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