Pre-retirees and retirees looking to minimize taxes on Social Security, retirement accounts, and Medicare. Ideal for those with 401(k)s, IRAs, or estate planning concerns, as well as anyone considering Roth conversions or charitable giving strategies.

• Understanding your after-tax savings before retirement
• Strategies to fund Roth accounts
• Social Security & Medicare taxation insights
• How to fill tax brackets in low-income years
• Managing Required Minimum Distributions (RMDs)
• Tax-efficient estate planning
• Charitable giving and tax strategies

Bring a notepad and pen to take notes, along with any questions you have about taxes and retirement planning. No specific documents are required.

Yes! The event will include a Q&A session where you can ask about tax strategies for retirement, Social Security taxation, RMDs, Medicare costs, Roth conversions, and more. Attendees will have the chance to get expert insights on managing taxes efficiently throughout retirement.

No, this seminar is strictly educational. While presenters may provide their contact information or business details, there is no obligation or pressure to engage with them during or after the event.

The majority of our presenters are local professionals from financial backgrounds, including CPAs, financial professionals, advisors, attorneys, and other knowledgeable experts.