How to Reduce Taxes in Retirement
Many retirees assume taxes in retirement are simply something they have to accept. In reality, there are strategies that may help reduce taxes on Social Security benefits, retirement account withdrawals, and other sources of retirement income - if you understand the rules and plan ahead.
As the saying goes, there are often two experiences with the tax code: one for those who understand their options, and one for those who don't. While some taxes are unavoidable, many retirement tax decisions are influenced by the choices you make today.
Join Civil Benefits Group for this complimentary educational workshop and learn strategies that may help you keep more of your retirement income and avoid costly mistakes.
During this workshop, we'll discuss:
- How to potentially make your Social Security benefits more tax-efficient
- Strategies designed to protect retirement cash flow through changing market conditions
- Why traditional retirement income approaches may need to be reconsidered in today's environment
- How Required Minimum Distributions (RMDs) can impact your tax situation and what steps may help reduce that burden
- Roth conversion strategies and why today's tax environment may create unique planning opportunities
- Ways to help protect retirement assets from market volatility while maintaining long-term growth objectives
- Tax-efficient strategies for creating income throughout retirement
Featured Discussion: Roth Conversion Opportunities
Current tax rates remain relatively favorable by historical standards. For some retirees, a Roth conversion may provide an opportunity to move assets from a potentially taxable environment into one that offers tax-free growth and tax-free qualified distributions.
We'll discuss:
- The potential benefits of tax-free growth
- How Roth IRAs can help reduce future RMD concerns
- Factors that determine whether a conversion makes sense
- Planning considerations for leaving assets to beneficiaries
This educational workshop is designed to provide information and clarity in a no-pressure environment. No products will be sold, and no high-pressure sales presentations will be made.
Seating is limited. Reserve your spot today.
Register here: Registration | Don Wilson
| Date | Tuesday, October 27, 2026 |
|---|---|
| Time | 6:00pm - 7:00pm |
| Location | Main |
| Age Group | Adults |
| Category | Business and Finance |