Discover how smart tax planning can protect your retirement income and help you avoid costly surprises.
Planning for retirement isn’t just about how much you save — it’s about how much you keep.
In this free, on-demand webinar, principal financial advisor Michael Testa walks you through the critical tax strategies that can help preserve your income throughout retirement’s four phases.
We’ll cover key opportunities — and costly mistakes to avoid — when it comes to taxes, Social Security, Roth conversions, Medicare surcharges, charitable distributions, and more.
You’ll leave with a clearer understanding of how proactive tax planning can help reduce your long-term burden and support your financial goals.
The four stages of retirement and how taxes shift in each
How to avoid hidden tax traps from Social Security and Medicare IRMAA
When Roth conversions make sense — and how to “fill up the tax bucket”
Strategies for using HSAs, charitable distributions, and tax-efficient giving
Comparing long-term care costs and how to plan for them proactively
How required minimum distributions (RMDs) affect your withdrawal strategy
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At Tailored Wealth Solutions, we specialize in turning complexity into clarity. We believe the best financial strategies start with education — and that’s why we created this webinar.
You’ll get practical, straightforward insights — no sales pitch, no jargon. Just clear answers to help you move forward with confidence.