Tax Changes Through 4 Stages of Retirement

Do you dislike paying unnecessary taxes? Did you know that you may need different tax planning in the distribution phase (retirement) than in the accumulation phase (working)?

Join me on a webinar that discusses these issues and what you can do about it!

  • 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!

You see, 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.

That’s why I'm doing a webinar that discusses the key tax issues you need to anticipate.

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.

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 Your Presenter:

Crystal Oculee

Chief Financial Strategist
Confidence Wealth Management

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

Confidence Wealth Management LLC (CWM) is a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. Consult with an attorney or CPA for usage of tax or legal concepts. This presentation may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Therefore, any forecast in this presentation is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the presentation and may not be valid, may change, and/or may not be true any longer as time passes.

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