HOW TAX PLANNING CHANGES THROUGH FOUR STAGES OF RETIREMENT
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You have to know what your “after-tax” retirement savings picture looks like BEFORE retiring and watch out for Social Security and Medicare "tax traps." Learn a “Retirement Tax Strategy” that manages your assets for an “optimal draw down” so you pay as few taxes as necessary.
Key #1: You have to know what your "after-tax" retirement savings picture looks like BEFORE retiring: Emphasizing that the types of accounts you hold and when you tap them can have a dramatic impact on your actual retirement savings.
Key #2: Social Security and Medicare have their own "tax traps" and you need to plan for them, too: Describing the effects of the Social Security tax torpedo and Income-Related Adjustment Amount (IRMA).
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! A culmination of what has been discussed so far as shown through the example of a typical couple.
Key #2: Social Security and Medicare have their own "tax traps" and you need to plan for them, too: Describing the effects of the Social Security tax torpedo and Income-Related Adjustment Amount (IRMA).
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! A culmination of what has been discussed so far as shown through the example of a typical couple.