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Tax Preparation Services

How Tax Planning Changes Through 
Four Stages of Retirement

How Tax Planning Changes Through  Four Stages of Retirement

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 your living expenses. You want to apply the tax code in an organized and efficient way.

You need a retirement tax strategy that will:

  • Identify the types of taxes you will face at various stages
  • Address how taxes impact Social Security and Medicare
  • Plan when to tap different accounts so you don’t overpay       taxes

    Call us to discuss:

    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

    9 Mistakes to avoid when it comes to your investment

    portfolio, health care, and estate

Tax services offered through PMG Tax Service LLC

Call 481-1222 To learn more