Four Stages of Tax Planning in Retirement

About this event

Retirement taxes aren’t one-and-done — they evolve. In this educational session, we’ll explore how tax exposure shifts from your pre-retirement years through the “go-go,” “go-slow,” and later stages of life. Learn how Social Security and Medicare create hidden tax traps, how smart withdrawal and Roth conversion strategies can reduce lifetime taxes, and how thoughtful estate and legacy planning can protect your family. Walk away with a clearer strategy for keeping more of what you’ve saved. This presentation is done in collaboration with Main Street Medigap.