Keep More of What You’ve Earned

Retirement should be a time to enjoy the fruits of your labor without the stress of unnecessary taxes.

This 60-minute educational session is designed for pre-retirees and retirees who want to:

Taxation of Retirement Income Sources: Understand how different sources of retirement income, such as Social Security, pensions, and IRA withdrawals, are taxed.
Roth Conversions: Learn the benefits and strategies for converting traditional IRA funds to Roth IRAs, and how to manage the tax impact.
RMD Timing: Master the timing of Required Minimum Distributions (RMDs) to minimize taxes and avoid penalties.
Coordinating Withdrawals with Tax Brackets: Discover how to strategically withdraw funds from your retirement accounts to stay within optimal tax brackets and reduce your overall tax burden.

Equip yourself with the knowledge to make informed decisions that support a more efficient and financially rewarding retirement.

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