Upcoming Classes
Do you know how tax planning changes through different stages of retirement?
In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.
Sign up now for my complimentary webinar, How Tax Planning Changes Through the Four Stages of Retirement, on Tuesday June 30 at 12:00 PM to learn how to create a retirement tax strategy.
You will learn:
The critical tax questions to answer before retirement
The surprises that often make retirement more expensive
The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
Mistakes to avoid when it comes to investments, health care, and estate planning
And much more
Many people have a plan for accumulating money for retirement, but far too often, that’s where the planning stops. That’s not good enough!
When it comes to your IRAs and other retirement accounts, you probably have a lot of questions like, “How much are my withdrawals taxed? When do I need to begin taking withdrawals? How much will I have to take? What happens to my IRA when I die?” And perhaps most importantly, “How can I minimize my taxes so I can spend more of my hard-earned money?”
Sign up now for my complimentary webinar, Savvy IRA Planning for Boomers, on Tuesday July 28 at 12:00 PM to learn how to create a retirement tax strategy.
You will learn:
7 strategies for Savvy IRA planning
6 roll over options for your retirement plan funds
3 common required minimum distribution mistakes
The difference between indirect and direct rollovers
How to coordinate your IRA planning with your overall retirement, estate, tax, education, Social Security and financial plans
3 different options for spousal IRA beneficiaries