Master your retirement taxes before they master you!
Learn how different “buckets” of money—IRA, Roth, and after-tax savings—are each taxed, and how to position them so more dollars end up in
your pocket and eventually in your heirs’ hands, not the IRS’s. We’ll walk through real-world style scenarios that show how small, strategic changes can potentially eliminate thousands in unnecessary taxes both now and over your lifetime.
This class is especially important if you’re nearing or in retirement, because tax rules change how and when you must tap your accounts, what happens when Required Minimum Distributions kick in, and how much your heirs may lose to the 10‑year distribution rules and estate taxes without a clear plan. As a non‑profit educational program, the workshop is strictly “no sales, no product pitches”—just unbiased education focused on lowering your tax burden today and in the future.
Register now to reserve your spot now and learn how to turn your retirement savings into a more tax‑efficient lifetime income plan that supports you, supports your legacy, and gives you greater control over one of the biggest costs in retirement: taxes.
