E164 TAX PLANNING THROUGH THE FOUR STAGES OF RETIREMENT

FEE: $25

Wednesday, March 19 (One session) 7:00 - 8:30 HS Room 185

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 your living expenses. You want to apply the tax code in an organized and efficient way. Attend and you’ll learn the following:

● Address how taxes impact Social Security and Medicare

● 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

● Mistakes to avoid when it comes to your investment portfolio, health care, and estate

INSTRUCTOR: Paul Muller, graduated from the State University of New York at Albany with a degree in Economics and has over 20 years of experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65 registration through Vision Retirement