How Tax Planning Changes Through Four Stages of Retirement

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way. Learn the critical tax questions to answer before retirement, surprises that often make retirement more expensive, four stages of retirement and important tax actions in each stage, and mistakes to avoid when it comes to investments, health care, and estate planning.