Tax Planning Through Four Stages of Retirement

Wednesday, June 29th | 12pm - 1pm CT

Retirees often don’t understand how taxes work in retirement since tax rates can vary widely over the years. This variation is generally based on the timing and order in which you use different income sources to pay for your living expenses. 

In your retirement years, you’ll want to apply the tax code in an organized and efficient way so that you can: 

  • 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

To help you navigate these variables, we are conducting a complimentary virtual workshop on Tax Planning Through Four Stages of Retirement. 

During this webinar, you will learn about: 

  • The critical tax questions 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

We hope you can join us for this important workshop. 


Meet Your Host: Matthew Wilson

Matthew Wilson is the Chief Investment Officer and President of Keen Wealth Advisors, one of the firm’s most senior wealth advisors, and a member of the firm’s executive leadership team. Matt began working with Bill as an intern, while finishing his BS in Accounting / Finance with a minor in Economics at Rockhurst University. Matt has learned our business literally from the "ground up". After graduating from Rockhurst, Matt was recruited to the firm full-time.