Tax Planning Through the Four Phases of Retirement (Part 1)

How much you save for retirement is important, but what’s just as important is how much you will get to keep. In this two-part episode, Paul recaps a recent workshop he taught on taxes called “Tax Planning Through the Four Phases of Retirement.” Paul covers the different kinds of taxable retirement accounts and programs like Social Security and Medicare so that you can avoid unnecessary taxes and relax about money.

 

You can watch this workshop along with many others by visiting paulwinkler.com/webinar.