How Tax Planning Changes Through Four Stages of Retirement

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Retirees often don't understand how taxes work in retirement.  But they're keenly concerned about the size of their tax bill each year.  Learn what's involved in creating a retirement tax strategy.  

- 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 
 

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