Webinar: Tax Planning Through the Four Stages of Retirement
Автор: Keen Wealth Advisors
Загружено: 2025-02-27
Просмотров: 1296
Schedule a 15-minute complimentary video discussion with one of our advisors: https://go.pardot.com/l/912341/2024-0...
During this webinar, we learned about:
The critical tax questions you should 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
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