Tax-Smart Strategies in Retirement

Taxes in retirement often look very different than they did during your working years. Income from IRAs, pensions, investments, and Social Security can interact in ways that trigger higher brackets, Medicare surcharges, and unexpected taxes. If you want to keep more of what you’ve saved, this workshop is for you.

Join Boise Retirement Coach, Peggy Farnworth, CPA, CFP, CSA, in-person as she explains how taxes change across the different stages of retirement and why the order in which you tap your accounts matters. You’ll learn about common “tax traps,” including how extra income can increase the tax on your Social Security benefits or affect your Medicare premiums, and explore ways to plan withdrawals more thoughtfully over time.

This session is educational and free to attend – no products will be sold. Whether you’re approaching retirement or already drawing from your accounts, we’ll walk through practical strategies to help you make more informed decisions about taxes and retirement income.

This workshop is the second of a three-part retirement planning series at Library! at Bown Crossing, and you’re welcome to attend on its own or combine it with the sessions on Social Security and life after work for a more complete picture of retirement.

Disclaimer
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Boise Retirement Coach and Cambridge are not affiliated.

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Host or Publisher Peggy L. Farnworth, CPA, CFP, CSA