Estate Planning and Minimizing Taxation in Retirement

How Will the Big Beautiful Bill Affect Your Taxes During Your Retirement?

Estate Planning

• How to incorporate safeguards into your retirement accounts, which may become among the largest assets you leave behind.

• How to help reduce your beneficiaries’ exposure to losing their inheritance due to lawsuits, creditors, government claims, and MEDICAL EXPENSES. (Creditor, medical, and benefits planning is complex and strategies are not guaranteed to achieve intended outcomes.)

• Why a Will does not avoid costly and time-consuming Probate Court.

• What are the advantages of revocable living trust?

• Is a living trust the only document I need to handle my estate?

• How to avoid accidentally disinheriting your heirs.

Retirement and Minimizing Taxes

• How and why the marginal tax system differs during your retirement years, often to your detriment.

• Will you really take money out of your IRA at a lower tax bracket than you put it in?

• Understand the provisional income calculation for your Social Security benefits.

• Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement.

• The difference between deductions, exemptions and credits on your tax return.

• Know the 9 different pieces of the tax system.

• How IRA Required Minimum Distributions work and affect your tax liability.

• How Social Security is taxed.

• When Medicare premiums can increase as a result of your income.

• Get to know the tools that can be used for tax control.

Did You Know?

• 56% of U.S. adults have no estate planning documents, including a will, trust, medical power of attorney, financial power of attorney, or HIPAA authorization. (Trust & Will, 2026 Estate Planning Report)

• 24% of Americans have a will. (Caring.com, 2025 Wills and Estate Planning Study)

• 43% of Americans without a will say they simply haven’t gotten around to creating one. (Caring.com, 2025 Wills and Estate Planning Study)

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