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Pre-Retirement Tax Minimization Strategies

Bernicke Education Center

Pre-Retirement Tax Minimization Strategies

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Learn strategies for taking distributions from your retirement accounts aimed at lowering your tax liability throughout your retirement.
  • Why converting IRAs prior to retirement may save you thousands in future unnecessary taxes.
  • Strategies designed to protect your assets from increasing taxes due to the potential consequences of an all-time high national debt.
  • Four tax techniques each investor should be considering the final three years before retirement.
  • How Roth IRAs and non-qualified accounts may help save thousands in unnecessary health insurance costs prior to Medicare at age 65.
  • Why delaying Social Security income may save you thousands in tax credits.
  • How to decrease taxes twice by preloading future charitable donations into an approved charitable fund before your retirement.

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