In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. Learn about the following: The critical tax question you must answer BEFORE retirement 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 Mistakes to avoid when it comes to your investment portfolio, health care, and estate