This webinar will cover tax planning stages through four stages of retirement - pre-retirement and early/middle/late retirement. We will focus on the intricacies of two benefits that most of us take advantage of - Social Security and Medicare. The speaker will discuss how to avoid "tax traps" and other surprises during retirement.
Speaker: Jean Riordan, CFP. TEG LEXCO (Poughkeepsie and Tarrytown)