Stop Playing Checkers with Your Retirement Taxes—Start Playing Chess

Most retirees plan taxes year by year. But lasting retirement success requires a long-term strategy. Join CFP® professional Terrie Amundson for this practical session on reducing lifetime taxes — not just this year’s bill. Learn how Social Security and Medicare surcharges really work, avoid costly mistakes, prepare for future tax law changes, and determine when Roth conversions make sense. You’ll leave with clear strategies and a helpful take-home workbook to guide your next moves with confidence.

Instructor: Terrie Amundson, CFP® and Mendota Heights resident