About The Digital Workshop

You've probably heard,

"In this world, nothing can be said to be certain, except death and taxes"

- Benjamin Franklin (1786). 

Taxes are more releveant today than in any point in time and yet it is often overlooked:

-57% of Americans rarely consider the taxes they will pay/are paying in retirement (The Harris Poll. March 25, 2021).  
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-51% of future retirees report being somewhat or not at all knowledgeable on how tax brackets work (national association of plan advisors 2019).
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But is there really nothing you can do to limit your tax bill over your lifetime?

In this workshop, you’ll learn how different income sources—401(k)s, IRAs, Roth accounts, taxable investments, and Social Security—interact with the tax code, and how small, proactive decisions can create flexibility, lower lifetime taxes, and avoid costly surprises later in retirement.