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No Cost to Attend Class
Advanced Tax Strategies for Retirement
TOPIC:
LOCATION:
Class offered on Wednesday and Saturday
Please register for the day that works best for you
Educational Class - Online
Advanced Tax Planning Strategies
According to the American Tax Foundation, the average investor will pay $280,000 in avoidable taxes.
Cirriculum Presented:
Understanding the “Big Beautiful Bill Act”
- Learn how recent federal legislation reshapes retirement and tax planning for affluent households.
- Explore updates to charitable giving rules, senior exemptions, and Roth conversion opportunities.
- See real-world examples showing how informed planning can minimize lifetime tax exposure.
The Evolution of the Tax Code
- Trace the history of U.S. taxation and the policy shifts shaping today’s retirement landscape.
- Understand the three primary types of taxation – and how each impacts income, investments, and estates.
- Gain insight into proposed legislation and how proactive planning can help you adapt before changes occur.
Managing Income and Medicare Premiums (IRMAA)
- Discover how Required Minimum Distributions, pensions, and Social Security can unintentionally increase Medicare costs.
- Learn strategies to smooth taxable income over time and reduce IRMAA surcharges.
- Review case studies illustrating the “widow’s tax” – and how coordinated Roth conversions may help mitigate its effect.
Advanced Charitable and Estate Strategies
- See how high-net-worth investors use Charitable Remainder Trusts to dispose of appreciated assets efficiently.
- Learn how Donor-Advised Funds and Qualified Charitable Distributions can support philanthropy while enhancing tax outcomes.
- Understand how these strategies integrate with broader retirement and legacy planning goals.
Integrating Tax Strategy With Portfolio Design
- Examine how tax diversification enhances portfolio sustainability in retirement.
- Learn to coordinate investment withdrawals, Roth conversions, and charitable giving for long-term efficiency.
- Review frameworks used by fiduciary professionals to align tax, income, and investment planning.
Are You Curious to Know if There Are Ways to Reduce Your Tax Burden?
Why is it that most people don’t have a plan to minimize their taxes? Even those with financial advisors are rarely, if ever, given clear advice as to how to reduce their taxes.
Managing taxes in retirement is not just about reducing what’s owed; it’s about strategically timing and structuring withdrawals to make the most of your hard-earned savings.
Who Should Attend:
We welcome anyone to attend who has an interest in expanding their knowledge base in the areas of tax, investments, legacy planning or charitable giving. Many of the strategies discussed are generally more useful to those investors who have a net worth of at least $500,000. However, a good portion of the content provides great value to all levels of investors.
When:
This is a live online class that will be hosted on November 18th 2025 at 6:30pm. Our philosophy is that education should be engaging and interactive. Our host will do their best to answer all questions that may come in over the chat during the presentation.
Where:
Online: Join online with a computer, tablet or iphone
Invest in Yourself & Your Family's Future
In today’s environment of uncertainty, taxes are one aspect of your financial life that is controllable — if you understand the rules and know how to limit your tax exposure.
We look forward to hosting you!
Class offered on Wednesday and Saturday
Please register for the day that works best for you
This presentation is strictly informational and educational.
No investments or financial products will be promoted or endorsed.
