Taxes In Retirement

In retirement, your tax rate may vary widely over the years based on the timing and order.

Learn about the following:

• The critical tax question you must answer before retirement

• 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

• The four stages of retirement and important tax actions in each stage

• Mistakes to avoid when it comes to your investment portfolio, health care and estate

Securities offered through Parkland Securities, LLC, member FINRA/SIPC. Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Business and Family Advisors, LLC is independent of Parkland Securities, LLC and SPC.