After you turn on each of your retirement income streams–pension, social security, retirement account withdrawals, etc.—you may find yourself in a higher tax bracket than when you were working.

That’s because once you stop working, you will have fewer ways to shield your income from taxes. No more tax-deductible contributions to traditional IRAs and other retirement savings accounts, or pre-tax flexible spending account contributions for medical or dependent care expenses.

In certain situations, this higher amount of taxable income could cause you to lose certain tax credits or deductions–further bloating your tax bill!

In this hour-long class we will talk about the tax profile of different types of assets and different types of investment accounts.

We will also talk about how “asset location” and the order in which you draw down accounts in retirement can help you manage your income tax bite and make your account balances last longer.