Taxes in Retirement:

On-Demand Webinar

Discover how smart tax planning can protect your retirement income and help you avoid costly surprises.

In this free 45-minute webinar, Michael Testa walks you through the critical tax strategies that can help preserve your income throughout retirement’s four phases.

We’ll cover key opportunities – and costly mistakes to avoid – when it comes to taxes, Social Security, Roth conversions, Medicare surcharges, charitable distributions, and more.

You’ll leave with a clearer understanding of how proactive tax planning can help reduce your long-term burden and support your financial goals.

Access Link: To watch the full presentation – on your schedule. Or if you want, schedule your 15 min Tax Assessment with the team.

Access the On-Demand Webinar

What You’ll Learn

In this free 45-minute session, you will learn:

  • The four stages of retirement and how taxes shift in each
  • How to avoid hidden tax traps from Social Security and Medicare IRMAA
  • When Roth conversions make sense – and how to “fill up the tax bucket”
  • Strategies for using HSAs, charitable distributions, and tax-efficient giving
  • Comparing long-term costs and how to plan for them proactively
  • How required minimum distributions (RMDs) affect your withdrawal strategy