Tax Planning Through Retirement

Manage retirement taxes by strategically timing and sequencing withdrawals from various income sources, applying tax rules efficiently to minimize rates, protect savings and maximize returns for long term financial security.

In this class, 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 actions in each stage, including tricky IRA challenges
Mistakes to avoid when it comes to your investment portfolio, health care, and estate

Robert S. Davis

Instructor

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Robert S. Davis graduated from Mankato State University with a Bachelor of Science in Business and received a Master’s degree from Michigan State University. He is a CERTIFIEDFINANCIALPLANNER™ practitioner holding a Series 66 NASD investment license. Valuing the importance of life-long learning, he continues participating in multiple professional study programs and advanced courses to keep current in the financial advisory field. He also teaches several classes through Community Ed on topics such as social security, cybersecurity, IRA planning and more. Following several years in the Peace Corps, he began his financial planning career at an independent advisory firm before striking out on his own. He established Financial Compass in 2005 to provide honest, independent advice that always serves the best interests of his clients who come from all walks of life.

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