Attend this complimentary webinar 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
