
Description
Taxes may affect your retirement income surprisingly different than you might expect. Tax planning for retirement means looking at your finances – present and future, to understand the tax implications of:
- Tax-deferred investment such as IRA’s, 401(k)s, 403(b)s, and similar retirement plans
- Social Security income tax calculation
- Medicare
- Income Related Monthly Adjustment Amount (IRMAA)
- Coverage gaps and late penalties
- Required Minimum Distributions
- Roth Conversions
- Qualified Charitable Distributions
- Wealth Transfer
Tax planning is a critical component of your overall financial plan and requires careful consideration during all stages of retirement.
Date and Time
Mon, Mar 20, 2023
2:00p - 3:00p PST