Broker Check
09 May
How Tax Planning Changes Trough Four Stages of Retirement


You're Invited! May 9, 2023, 4:30 PM to 5:30 PM (PST)

Newport Public Library, Newport, OR

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 your living expenses. You want to apply the tax code in an organized and efficient way. You need a retirement tax strategy that will:

Identify the types of taxes you will face at various stages

• Address how taxes impact Social Security and Medicare

• Plan when to tap different accounts so you don’t overpay taxes Attend this complimentary workshop and you will learn:

• The critical tax question 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

• Why you need to manage taxes even before you retire

• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges

• Mistakes to avoid when it comes to your investment portfolio, health care, and estate

RSVP Today! Call 408-318-1943 or

Hosted by: Lori J. Ellingson, CRPC® AGATE Financial Partners,

Newport Public Library, Newport,

Oregon Discover Local Resources Speaker Series April/May 2023 Hosted by the Newport Public Library In collaboration with Leadership or 541-265-2153

Date and Time

Tue, May 09, 2023

4:30p - 5:30p PST


Newport Public Library

35 NW Nye Strret
Newport , OR 97365
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