Advanced Tax Strategies
No-Cost Educational Class
LOCATION:
Cumming Event Center
437 Pilgrim Mill Road Cumming, GA 30040
Topic
Tax Strategies in Retirement
Class offered on Tuesday and Thursday
Please register for the day that works best for you
Educational Class
Cumming Event Center
According to the American Tax Foundation, the average investor will pay $280,000 in avoidable taxes. Retirement should be a time to enjoy the rewards of a lifetime of saving, but without a tax-efficient plan, you can face unnecessary tax burdens that diminish your savings.
Curriculum:
- Making Sense of Roth Conversions
- Learn the situations where Roth conversions can add value and where they may create unintended tax consequences.
- Discover common mistakes that can reduce the effectiveness of a conversion.
- Understand how a step-by-step approach can help improve results, limit future tax exposure, and avoid unnecessary Medicare surcharges.
- 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.
- 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.
- 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.
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.
Join this complimentary community class to Learn:
- Strategies to reduce your tax liability through retirement.
- Methods to diversify out of concentrated holdings while limiting or eliminating capital gains taxes.
- Ways to lump sum deductions and reduce AGI.
- Tips for optimizing Social Security benefits and what to consider when building out a tax efficient income “map” during retirement.
- Learn the significant impact of tax free account types and ways to leverage them for long term growth – keeping more of what you have earned.
- Sandwiches and drinks will be provided free of charge
Who Should Attend:
Anyone nearing retirement or already in retirement
When:
Tuesday, January 27th 2026 or Thursday January 29th 2026 12pm (EST)
Where:
Cumming Event Center
437 Pilgrim Mill Road Cumming, GA 30040
Register for Class
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!
Please register for the day that works best for you