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Hear Paul Tramontozzi explain how best to prepare financially for the next stage in life. In retirement, 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 expenses. Find out how to apply the tax code in an organized and efficient way. Learn the critical tax questions to answer before retirement, the surprises that often make retirement more expensive, the four stages of retirement and important tax actions in each stage, and the mistakes to avoid when it comes to investments, health care, and estate planning. How Tax Planning Changes Through Four Stages of Retirement (Course 12886) meets this Tuesday evening, November 12, 2024.
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