City of Auburn Parks and Recreation
• Register Now •

How Tax Planning Changes Through Four Stages of Retirement • Register • View Cart •

Attend this workshop and you will learn:The critical tax question you must answer BEFORE retirement, 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,The four stages of retirement and important tax actions in each stage, including tricky IRA challenges, Mistakes to avoid when it comes to your investment portfolio, health care, and estate. You need a retirement tax strategy that will: Identify the types of taxes you will face at various stages, Address how taxes impact Social Security and Medicare, Plan when to tap different accounts so you don't overpay taxes. FREE to adults 50+

All participants will be required to register. If you plan to register the day of the workshop, please plan to arrive 15-30 minutes early so the front desk staff can assist you.

Contact 
Fred Middleton, Financial Advisor
(334) 481-1222
fred@pmgplanning.com.com

Register Activity Ages Grades Days Date/Time Fees
 
  Activity Canceled
How Tax Planning Changes Through Four Stages of Retirement - June 4th - Summer 2024 - PMG Planning * CANCELED
50y and up N/A Tu  06/04/2024
01:30 PM - 02:30 PM
Hubert & Grace Harris Center - Meeting Room 		$0.00 Res, $0.00 Non-Res

 Return to Programs    View All Activities


Share This Page: