“Tax Planning Strategies for the Four Major Stages of Retirement: Preretirement, Early, Middle & Later Years”

Chris Chen will be teaching a class on the four major stages of retirement, offered by Lexington Community Education via Zoom.  Topics covered will include: the critical tax questions 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; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio, health care, and your estate.