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How Your Tax Rate Changes Through Four Stages of Retirement

If you’re like most people, you probably haven’t thought about taxes in retirement. Did you know that you may need different tax planning in the distribution phase (retirement) than in the accumulation phase (working)? Many aspects of retirement will affect your tax bill in ways different than your working years. Our confusing tax system treats various income types differently and contains hidden taxes and penalties. 

Crystal Oculee
Chief Financial Strategist

Do you dislike paying unnecessary taxes?

I found that many people—and you might be one of them—do not realize that tax planning changes through different stages of retirement. That’s why managing your tax rate through those stages is part of the challenge. I personally know! I've seen many people pay more taxes in retirement than is necessary.

That's why I did this webinar - to discuss the key tax issues you need to anticipate.

  • The common misconceptions about taxes in retirement
  • The first thing you need to understand about taxes in retirement
  • Strategies and tools you can potentially use in developing a retirement tax plan
  • Why the conventional wisdom of when to use assets may not work
  • The tax mistakes in Social Security and Medicare
  • How to organize assets for your family's benefits
  • And more!

Do you dislike paying unnecessary taxes?

I found that many people—and you might be one of them—do not realize that tax planning changes through different stages of retirement. That’s why managing your tax rate through those stages is part of the challenge. I personally know! I've seen many people pay more taxes in retirement than is necessary.

That's why I did this webinar - to discuss the key tax issues you need to anticipate.

  • The common misconceptions about taxes in retirement
  • The first thing you need to understand about taxes in retirement
  • Strategies and tools you can potentially use in developing a retirement tax plan
  • Why the conventional wisdom of when to use assets may not work
  • The tax mistakes in Social Security and Medicare
  • How to organize assets for your family's benefits
  • And more!


ABOUT THE WEBINAR

Do you know what the tax implications are for your retirement?

It’s crucial for you to know that the retirement distribution phase – spending assets in retirement – is much different than the accumulation phase when you’re saving. And it's critical for you to understand what these are, and how they can impact you.

You see, chances are you've been working hard accumulating for several decades. But now, as you

are nearing retirement or are already retired, you may be coming close to or in a different phase: the distribution phase.

Not only that, the distribution phase has new rules that can catch people off guard. And with those new rules, there are often many changes in your own personal life that can have a big impact on your taxes, too.

MEET THE PRESENTER

Crystal Oculee

  • Certified Tax Specialist®
  • Certified Income Specialist®
  • Certified National Social Security Advisor®
  • Certified Estate and Trust Specialist®
  • Certified Fund Specialist®

Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence: Advice for Women to Take Control of Their Financial Freedom Now. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.

With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.

Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.

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