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DTSTART;TZID=America/New_York:20240923T190000
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DTSTAMP:20260416T235111
CREATED:20240903T134814Z
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UID:7083-1727118000-1727123400@insightfinancialstrategists.com
SUMMARY:7 Steps to a Successful Retirement
DESCRIPTION:About Us  Our Team   Services Events FAQs Blog Contact Us          Search        \n\n	\n		+\n		Add a Block\n		or drag an element into the page\n	\n                               Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved.    Privacy Policy Careers Media Events Our Blog      \n  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it.  \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care.
URL:https://insightfinancialstrategists.com/event/7-steps-to-a-successful-retirement-sep-2024/
LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States
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DTSTART;TZID=America/New_York:20241028T190000
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LAST-MODIFIED:20240922T144524Z
UID:7087-1730142000-1730147400@insightfinancialstrategists.com
SUMMARY:Tax Planning for the 4 Stages of Retirement
DESCRIPTION:About Us  Our Team   Services Events FAQs Blog Contact Us          Search        \n\n	\n		+\n		Add a Block\n		or drag an element into the page\n	\n                               Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved.    Privacy Policy Careers Media Events Our Blog      \n  \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. Retirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class 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.
URL:https://insightfinancialstrategists.com/event/tax-planning-for-four-stages-of-retirement/
LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States
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