* This is a past event
Taxes in Retirement
Palatine Falcon Park Recreation Center
2195 N Hicks Road, Falcon Golden Eagle Room, Palatine, Illinois, 60074
🔓 Take Control of Your Retirement Before the Tax Rules Change—For Good
Your retirement income might be more vulnerable to taxes than you think—and time to fix that is running out.
Join us for an empowering, plain-English workshop built specifically for retirees and near-retirees who want to protect their savings, lower their future tax bills, and gain confidence in every corner of their plan.
We’ll dive deep into tax-smart strategies while connecting the dots across taxes, income planning, investments, healthcare, and estate preservation. This isn't about theory—it’s about real decisions you can make now to create a retirement that’s not only financially sound, but built to last.
đź‘Ą Who Should Attend?
- Anyone worried about rising taxes and how they’ll impact their lifestyle
- Families wanting to pass on wealth efficiently while avoiding costly mistakes
- Retirees who want better coordination between their financial, tax, and healthcare plans
🔍 Here’s a glimpse of what you’ll discover:
- Tax Risk in Retirement:
Why many retirees pay more in taxes than they expected—and how to reduce that risk before the current laws expire. - Roth Conversions & Withdrawal Sequencing:
Timing matters. Learn how to reposition your assets and income to take advantage of today's lower rates. - Avoiding the RMD Tax Trap:
How Required Minimum Distributions could trigger unnecessary taxes—and what proactive planners do instead. - Market Volatility + Taxes:
Why ignoring taxes during down markets can make losses worse—and how to protect your income. - Healthcare Costs & Hidden Tax Landmines:
From Medicare surcharges to long-term care exposure, we’ll show you how health planning fits into a tax-smart strategy. - Estate Planning in a Shifting Tax Landscape:
Leave more to your family and causes—without giving up control or getting blindsided by changing exemption limits. - Investment Strategy Alignment:
Are your investments tax-efficient or tax-explosive? Learn how to align your portfolio with your broader plan. - A Fiduciary Framework That Covers It All:
Why your advisor should be coordinating all five pillars—tax, income, investments, legacy, and healthcare—in a written plan.
🚨 Space is limited—Reserve Your Seat Today
The window to make smart, proactive tax decisions is closing.
Get the guidance you need to retire with clarity, confidence, and control.