Your Taxes in Retirement

Wed, 01 Oct 2025 00:00:00 -0500

Did you know your taxes in retirement can change a lot depending on how and when you use your money? In this class, you’ll learn how to make a smart plan so you don’t pay more taxes than you need to. We’ll talk about:

The types of taxes you’ll face in retirement

How taxes affect Social Security and Medicare

When to use different accounts to avoid extra taxes

How to avoid the Social Security “tax trap”

Why taking money out in the wrong order can raise your Medicare costs

What to do in each stage of retirement to stay on track

Common mistakes with investments, health care, and estate planning

This class will help you understand the tax rules and make better choices—before and during retirement.