Events › Financial Literacy Workshop: Your Financial Golden Years - Managing Taxes Around Retirement Time

Between age 59.5 and 70 or 75, you have a lot of flexibility and control over your tax situation. We'll talk about how to smooth out your tax brackets during your retirement years to avoid big jumps in your tax bracket, and other related topics, like: How is Social Security taxed? How to manage taxation of your RMDs? Is this a good time to do Roth conversions? What happens if you relocate to another state when you retire? How is your pension taxed? and What are some tax-efficient ways to give to charity and help your family during retirement?

Presented by a Certified Financial Planner from Clarity Financial.