Using Tax Maps to Enhance Tax Planning Decisions for Retirement
Hosted by Wade Pfau, Ph.D., CFA, RICP®
This workshop builds on the material from the “Creating Tax-Efficiency for Retirement Income” workshop by providing a deeper dive about how Tax Maps can be used for tax planning decisions in retirement. This workshop begins by briefly reviewing the basics of our progressive income tax system. We will look in detail at how to construct a tax map to account for federal income taxes on both ordinary and preferential income, the impact of income on the taxable portion of Social Security benefits, Medicare premium surcharges, the net investment income surtax, and how increasing income can reduce the deductible amount of medical expenses. I will explain how to use a new Excel-based Tax Map Calculator tool available to Academy members to better understand how generating more taxable income through Roth conversions would impact your overall tax situation. Will we look at different examples as part of explaining how to look for opportunities to make Roth conversions at acceptable tax levels.
Full Access only $99
Workshop Instructor
During this workshop you will learn:
- How to construct a Tax Map to visualize how different income sources interact within the tax system.
- The key factors affecting federal income taxes, including ordinary and preferential income tax rates.
- How income impacts the taxation of Social Security benefits, Medicare premium surcharges, and the net investment income surtax.
- How to use the Tax Map Calculator to assess the tax consequences of generating additional taxable income, such as through Roth conversions.
- Strategies for identifying opportunities to make Roth conversions at acceptable tax levels using real-world examples.
Full Access only $99
Purchase access to our latest workshop,
Or join the Retirement Researcher Academy for access to all upcoming workshops
Academy Campus Tour
Once I sign up for my membership, what happens?
Step 1. You will receive an email invoice, and a confirmation email with a link to log in.
Step 2. Log in and explore the site, webinar replays, downloadable content, previous workshops, and upcoming workshops.
Step 3. This is a subscription product, so you will be automatically billed at your next billing interval.
If you choose an Annual subscription: Your initial fee will be charged at the end of your 7 day trial and your renewal fee will be charged annually after that. If you would like to avoid being automatically charged, please reach out to us to cancel before the end of your trial.
If you choose a Monthly subscription: Your first month fee will be charged at the end of your 7 day trial and your renewal fee will be charged monthly after that. Feel free to cancel anytime prior to your next monthly billing date.
How long will it take to receive my email?
We will email your access instructions immediately. Be sure to check your spam folder just in case, and remember, you can always reach out to us for assistance at community@retirementresearcher.com
How do I cancel my subscription?
You may cancel your subscription at any time before your next bill date from within your account settings, or by emailing us at community@retirementresearcher.com.
Who is this for?
Will I keep this price forever if I sign up now?
Do I need this if I have an advisor?
Can I get a refund on my membership subscription?
No, we are not offering refunds for membership subscriptions.
Can I join the membership site if I live outside the US?
Sadly, the membership site is only available for purchase by individuals in the United States.
