This workshop will explore some of the following topics:

• How to Create Tax-Efficient Retirement Income
• Avoiding the “Tax Torpedo” on Social Security Benefits
• Are you Using the Tax Code for Your Advantage?
• How Tax Planning in Retirement Differs from Your Working Years
• Is it Possible to be in the 0% Tax Bracket in Retirement?
• Five Areas of Retirement Planning to Consider Before Retiring
• What Could We Expect From the Trump Tax Plan?