Taxes in Retirement: Planning Strategies for Income, Withdrawals & Long-Term Efficiency

Retirement planning involves more than saving and investing. Taxes can play an important role in how retirement income is generated, how withdrawals are structured, and how long retirement savings may last.

Join us for an educational presentation designed to help you better understand the tax considerations that may affect retirement income and long-term financial planning decisions.

This session is part of the Retirement Roadmap Financial Education Series, a collection of educational programs designed to help individuals navigate key financial decisions as they approach and move through retirement.

Presented By:

Jason Nickerson, CFP®, EA
President & Chief Operating Officer

Amber Gee, CFP®
Senior Associate Advisor

What You’ll Learn

During this presentation, we will explore key tax considerations that may affect retirement planning, including:

• How different retirement income sources may be taxed
• How withdrawals from retirement accounts can affect overall tax exposure
• Key rules surrounding Social Security, Required Minimum Distributions, and Medicare premiums
• Planning strategies that may help improve long-term tax efficiency in retirement

Who Should Attend

This presentation may be valuable for individuals who:

• Are approaching retirement within the next 5–10 years
• Have recently retired and are beginning to draw retirement income
• Want to better understand how taxes may affect retirement withdrawals
• Are interested in strategies that may help manage taxes in retirement