Taxes in Retirement

Presented by: David H. Morgan

About This Webinar

How and why the marginal tax system differs in your retirement years to your detriment
Whether you really will take money out of your IRA from a lower tax bracket than when it was put in
The provisional income calculations on your Social Security payments
How Capital Gains and Dividends impact your overall tax liability differently in retirement
The difference between deductions, exemptions, and credits on your tax return
The nine different aspects of the tax system
How IRA Required Minimum Distributions work and affect your tax liability
How Social Security is taxed
When Medicare premiums can increase as a result of your income
The tools that can be used for tax control

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