Savvy Tax Planning

How Tax Planning Changes Through Four Stages of Retirement.

During this presentation we will go through stories, data, and illustrations showing the importance of proactive tax planning. Including some "retirement surprises" like inflation, longevity, living expenses, and health care, we can begin to formulate a tax strategy to best suit you.
During the body of the presentation (about 60 minutes), I'll discuss these four key ideas:

Key #1: You have to know what your "after-tax" retirement savings picture looks like BEFORE retiring.

Key #2: Social Security and Medicare have their own "tax traps" and you need to plan for them, too.

Key #3: You must plan how and when you will use taxable, tax-deferred, and tax-free assets to manage your income and tax brackets efficiently.

Key #4: Organize your assets for your family’s benefit—estate planning still matters!