How Tax Planning Changes through Four Stages of Retirement
Hosted By: Wynn Smith, CFP®, AIF®, PPC®, ChFC®, CLU®
This workshop is appropriate for both current and future retirees concerned about tax planning through their retirement years.
Topics covered will include:
- The 4 stages of retirement
- Retirement surprises to account for
- How to plan for/avoid different tax traps in retirement
- Medicare and IRMAA
- Charitable giving
