How Tax Planning Changes Through

Four Stages of Retirement



(In the comfort of your home!)

Live Webinar

January 28, 2021



Do you know how tax planning changes

through the four stages of retirement? It’s

harder than you think and it needs careful

planning. Find out how!

Retirees often don’t understand how taxes work in retirement. But they’re keenly concerned about the size of their tax bill each year. Learn what’s involved in creating a retirement tax strategy.

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

Attend this complimentary workshop and you will learn:

  • 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

  • Mistakes to avoid when it comes to your investment portfolio, health care, and estate



Being virtual means you do not have to leave the  safety and comfort of your home.  As long as you have a device and the internet, we can meet.  Meet us when it is convenient for you, from wherever you are. 

We can engage with you via Zoom, a secure venue or phone call  

Want us to contact you?  Just fill out the form below and we get back to you as soon as possible.

To schedule a meeting in person call our office at (302) 251-8901


32828 Reba Rd, Suite C

Millville, DE  19967


(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- https://brokercheck.finra.org The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.


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