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Tax Planning Strategies and Retirement

  Topic minutes
1 Introduction- Four Pillars of a Successful Retirement - Are You Ready? 1.5
2 Introduction- Our Commitment 1.5
3 Introduction- Workbook and Evaluation Form 1.5
4 Introduction- Are you prepared for one of the biggest transitions in your life? 1.5
5 Introduction- Do you have the time……the desire… …and most important, the knowledge……to build a financialstrategy for retirement? 1.5
6 Introduction-Four Pillars of a Successful Retirement
(that is, four really important factors) 		 1.5
7 Introduction- Three Risks
(also known as external factors over which you have little control)		 1.5
8 Introduction- Inflation: Rising prices over time 1.5
9 Introduction- Inflation: Your money also loses purchasing power
over time		 1.5
10 Introduction- Why Inflation Really Matters 1.5
11 Introduction- Rising Costs of Health Care 1.5
12 Introduction- Long-Term Care 1.5
13 Introduction- Unpredictability of the Financial Markets 1.5
14 Introduction- Bear Market Retiree 1.5
15 Tax Planning 2
16 Tax Planning Overview 2
17 Major Tax Legislation (Last 10 Years) 2
18 Tax Cuts and Jobs Act of 2017 2
19 How Will Your Retirement Income Be Taxed? 2
20 Ordinary Income 2
21 Marginal Tax Rates 2
22 Marginal Tax Rates — Single Filers 2
23 Marginal Tax Rates — Married Filing Jointly 2
24 Marginal vs. Effective Tax Rates 2
25 2019 Marginal Tax Rates — Married Filing Jointly 2
26 Long-Term Capital Gains and Qualified Dividends 2
27 Long-Term Capital Gains — Tax Reform 2
28 Long-Term Capital Gains and Qualified Dividends 5
29 Additional 3.8% Net Investment Income Tax 2
30 Alternative Minimum Tax (AMT) 2
31 Employer-Sponsored Retirement Plans and IRAs 2
32 Roth Accounts 2
33 Annuities 2
34 Health Savings Accounts (HSAs) 2
35 Tax-Exempt Bonds 2
36 How Are Social Security Benefits Taxed? 2
37 Social Security Benefits — “Combined Income” 2
38 Taxability of Social Security Benefits 7
39 Thinking About Your Own Retirement 2
40 Tax Cuts and Jobs Act – Other Changes 2
41 Deductions 2
42 Standard Deduction and Personal Exemptions 5
43 Itemized Deductions 5
44 Itemized Deductions — Home Mortgage Interest 2
45 Itemized Deductions — State and Local Taxes (SALT) 2
46 Standard Deduction vs. Itemized Deductions 2
47 Roth IRA Recharacterizations 2
48 Other Changes Worth Noting 5
  Total approximate time in minutes 106