- This event has passed.
Tax Planning
February 22, 2022
Time: 10:00am | Cost: Free
Speaker: Deanne Rosso, CFP®, President & CEO
Tax planning in retirement can be harder than you think! Your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way.
Join us as Deanne Rosso, President/CEO and Wealth Adviser at Elevate Wealth Advisory, educates attendees on retirement tax strategies 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
At this workshop, 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 action in each stage, including tricky IRA challenges
- Mistakes to avoid when it comes to your investment portfolio, health care, and estate
Questions?
marketing@elevate-wealth.com