Tax-Efficient Planning for Future and Current Retirees

In retirement, your tax rate could vary widely depending on the timing and order in which you use different sources of money to pay for your living expenses. This class will teach you how to apply the tax code in an organized and efficient way. In this class we will identify the types of taxes you’ll face at various stages of retirement. Learn how to plan when to tap different accounts so you don’t overpay taxes. Explore how to avoid the Social Security tax trap, additional Medicare premiums, and other unwanted tax surprises in this course.