TriDistrict Community Education

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