Tax Planning in Retirement: Keeping More of What You’ve Earned

Description

Retirement should be a time to enjoy the rewards of your hard work—not worry about avoidable tax bills.
As income sources shift and tax rules change in retirement, having a proactive strategy can make a significant difference in how much of your wealth you actually keep.

Join Associate Advisor, Scott Townsend, CFP® for a timely and informative presentation that breaks down the complexities of taxes in retirement and offers clear, actionable strategies to help you reduce your tax burden, manage income, and preserve your financial legacy. Whether you are already retired or getting ready to retire, this session will provide the tools and insights you need to make informed and tax-efficient financial decisions.

The in-person session will be help on Thursday, August 21st at 6:30 p.m. at the Lakewood Ranch Library (16410 Rangeland Parkway, Lakewood Ranch, Florida, 34211) in Meeting Room B (#130) – First Floor.

What You’ll Learn

• How retirement income is taxed – from Social Security and pensions to investment withdrawals
• Managing Required Minimum Distributions (RMDs) without triggering tax pitfalls
• Roth vs. Traditional IRA strategies and conversion timing
• Charitable giving techniques that reduce your tax burden
• How Florida’s tax advantages can benefit your retirement
• Real-life case studies and actionable next steps

Why This Matters

Retirement changes how your income is taxed, and without a clear plan, you could end up paying more than necessary. This session will help you spot tax-saving opportunities, avoid common mistakes, and make informed decisions to preserve more of your wealth.

Reserve Your Spot Today

Space is limited, and early registration is encouraged. All registered attendees will receive a complimentary presentation booklet packed with valuable insights and practical information that complements the session.

If you have a question you’d like Scott to address during the presentation, please include it in the space provided on the registration form below.

For general inquiries about the event, feel free to contact John G. Ullman & Associates at 607-936-3785 or info@jgua.com.

After submitting your registration, a member of our Marketing & Communication team will reach out to confirm your attendance. We look forward to welcoming you!