Retirement Income Taxes: Are You Playing Checkers or Chess?

Most retirees handle taxes one year at a time, like checkers. Real retirement success comes from planning ahead, more like chess.
Join us and learn how to:
• Avoid common retirement tax mistakes that quietly cost retirees thousands
• Use strategies to reduce lifetime taxes, not just this year
• Understand how Social Security taxes and Medicare surcharges really work
• Identify when Roth conversions may make sense and when they don’t
Participants will receive a take-home workbook so they can apply the strategies at their own pace.