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Tax Strategies in Retirement

Understanding how much income you will need and how it is taxed in retirement are key aspects of a successful retirement.  Ensure you have a solid tax strategy in place.

Today’s webinar will cover:

  • Determine your income needs in retirement
  • Be aware of how Federal and state income tax will impact cash flow
  • Know how your main source of income will be taxed
  • Options for TSP distributions
  • Pending TSP withdrawal changes
  • Impact of TSP’s prorate rule regarding distributions

Determine amount of income and the impact on Medicare premiums