Do you know how tax planning changes through different 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. Join us to learn how to create a retirement tax strategy. You will learn: the critical tax questions to answer before retirement; the surprises that often make retirement more expensive; the four stages of retirement and important tax actions in each stage, including tricky IRA challenges; mistakes to avoid when it comes to investments, health care, and estate planning and much more.

Since 2010, Amanda Stillwell has been working with the complexities individuals and their families face while entering and during retirement. While working in home health and hospice, she saw first-hand the hardships faced when individuals do not know how to access their benefits or when they do not have an appropriate plan in place. Now as a Series 65 fiduciary and licensed insurance broker she is able to utilize her past experience to help families prepare.