Four Tax Traps in Retirement – April 29


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Course Code: BTAX-sp24 Categories: , , Tags: ,



Changes in the tax laws have introduced some tough challenges and some new opportunities for individuals. Retirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? Some of the topics covered in the class include: the critical tax questions you must answer before retirement; the surprises that often make retirement more expensive; what the Social Security “tax trap” is and how you can avoid it; why tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio, health care, and your estate.

Chris Chen, CFP® CDFA is a fiduciary wealth strategist who helps individuals and families plan difficult life transitions such as retirement and divorce, His cost-effective and tax-efficient strategies help clients achieve their long term financial goals with wealth preservation, retirement income planning, and legacy planning.

Chris was recognized as Five Star Wealth Manager for 2020. He was also recognized by Investopedia as one of the 100 Most Influential Advisors of 2018 and 2019. He has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News and Bloomberg. He has also been published in the Boston Globe, Kiplinger and Investopedia.

Chris is a member of the National Association of Financial Advisors (NAPFA), Financial Planning Association, the XY Planning Network, and the Massachusetts Council on Family Mediation. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners

Start Date: 4/29/2024, 1 meeting
Class Time: 7:00 PM - 8:30 PM
Day of Week: Monday
Location: Lexington High School Rm 224
Instructor: Chris Chen
Status: Running/Openings