Attention! Tax laws have changed. You need to know the new rules to protect your retirement. 

Tax Strategies for Retirement

Managing taxes can mean the difference between a rewarding retirement lifestyle and living on a fixed income. And the rules have changed.
Attend this free informational webinar to learn what you can do.
If you are in or near retirement, you need to know how the changing tax environment can affect your retirement income and prematurely deplete your retirement savings. Understanding and utilizing these new rules may enable you to pay less tax and protect your nest egg.
Managing your taxes can be tricky because your situation is unique and rules and circumstances can change from year to year. This program has already helped hundreds of people in Monroe County learn how to navigate the rules and find the best strategy for them.

Who is this for? This program is designed for people who are approaching or in retirement. People who are within five years of retirement and have not yet filed for Social Security will benefit most. 

Is there a "sales" pitch? This presentation is strictly informational. No investments will be promoted. No specific recommendations will be made. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered. This presentation has not been endorsed by the Social Security Administration.​​​​​​​​​​​​​​
​​​​​​​Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

  • How taxes affect you differently in retirement

    • Taxation of Social Security
    • Medicare surcharges
    • The Tax Torpedo
    • The Widow’s Tax
  • Common retirement tax myths

    • Tax brackets versus effective tax rates
    • Problems from overfunding your retirement accounts
    • The myth that you can't do anything about taxes in retirement - you can!
  • The biggest financial problem retirees face

    • Balancing the three tax buckets

  • Understanding taxation  in retirement

    • Taxes 101
    • Taxes 201 - new taxes in retirement
    • The SECURE Act
    • Secure Act 2.0
  • Developing your own unique tax strategy

    • Strategic asset location to shift taxes
    • Creating sources of tax free income
    • Protecting Social Security from taxation
    • The best time to take Social Security 
  • Stephen Wershing, CFP


  • Cheyenne Schaller

    Webinar Host

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