Pre-Retirement Tax Minimization Strategies

Bernicke Education Center

Pre-Retirement Tax Minimization Strategies

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This guide covers key tax strategies and smart financial moves to make before retirement so you can keep more of your money and avoid costly mistakes. Here’s what you’ll learn:

  • How to balance traditional and Roth retirement accounts to minimize taxes over your lifetime.

  • Ways to use a Health Savings Account (HSA) for powerful triple tax benefits.

  • How to manage your income sources to lower health insurance costs before Medicare.

  • The most tax-efficient ways to give to charity in retirement.

  • Why the order you withdraw from different accounts matters for your taxes and long-term financial health.

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Pre-Retirement Tax Minimization Strategies

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Learn why you may be able to retire earlier than you think.

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Learn why you may be able to retire earlier than you think.

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This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.