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Tax Planning in Retirement


Adult Learning / Financial -
Fall 2024 Adult

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.

At this workshop you will learn:

•The critical tax question 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 •Why you need to manage taxes even before you retire •The four stages of retirement and important tax actions in each stage, including tricky IRA challenges •Mistakes to avoid when it comes to your investment portfolio, health care, and estate

Robert S. Davis

Robert Davis, CFP®, President
Financial Compass Corporation

Robert Davis is President of Financial Compass Corporation (FCC), a fee-only, Minnesota Registered
Investment Advisory firm.

He graduated from Mankato State University in 1985 with a Bachelor of Science degree in Business. Robert served in the U.S. Peace Corps in Santiago, Dominican Republic from 1986 – 1989 as a Small Enterprise Development volunteer. In 1996, he received his M.S. from Michigan State University.

In 1998, Robert began his financial planning career with an independent financial planning firm. In 2003, he received his Certified Financial Planner ™ designation. He has actively pursued his education ever since, participating in numerous professional study programs and completing numerous advanced courses in the financial advisory field.

Robert holds Series 7, 63, and 66 NASD investment licenses. He is a Certified Financial Planner practitioner, an active member of the Financial Planning Association (FPA).

Robert teaches classes in the areas of Social Security Planning, IRA Distribution Planning, Cyber Security, and for young professionals.

F24-2-11-01 Closed

  Robert S. Davis


Central Middle School : Room 405
Thursday, Dec 5
6:30 - 8:30 PM

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Min Age   55 yr.


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