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Upcoming Webinar: Maximizing Tax Benefits for Retirees

Writer's picture: SkyBlue Wealth AdvisorsSkyBlue Wealth Advisors

Unlock the Secrets to a Tax-Savvy Retirement

Retirement is your time to relax and enjoy life—but taxes don’t take a break. What if you could reduce your tax burden, maximize your income streams, and keep more of your hard-earned money? That’s what our exclusive webinar, "Maximizing Tax Benefits for Retirees," is here to help you achieve.


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Join us on February 12, 2025, from 6:30 PM to 8:00 PM EST for a value-packed, 90-minute session. Led by a Certified Financial Planner (CFP®) and IRS Enrolled Agent, this virtual workshop will arm you with actionable strategies to simplify tax planning and make the most of your retirement.


Event Details

  • Title: Maximizing Tax Benefits for Retirees

  • Date: Wednesday, February 12, 2025

  • Time: 6:30 PM – 8:00 PM EST

  • Location: Online via Zoom

  • Zoom Link to Join: https://us02web.zoom.us/j/82579686712

  • Led by: Certified Financial Planner (CFP®) and IRS Enrolled Agent


Why Attend This Webinar?

Here’s why this session is a must for retirees and those approaching retirement:


  1. Expert-Led Advice: The session is led by a seasoned CFP® and IRS Enrolled Agent with years of experience.

  2. Practical Insights: Learn actionable strategies for tax-efficient withdrawals, Social Security optimization, and more.

  3. Tailored for Retirees: All topics are designed with retirees’ specific needs and challenges in mind.


Topics We’ll Cover

This webinar offers a comprehensive guide to retirement tax planning:


1. Understanding the Retirement Tax Landscape

  • Explore the tax treatment of Social Security, pensions, retirement account withdrawals, and investment income.

  • Learn how to navigate the complexities of taxable income sources.


2. Tax-Efficient Withdrawal Strategies

  • Master the "Bucket Strategy" to manage tax-deferred, tax-free, and taxable accounts.

  • Understand Roth conversion strategies and how to minimize Required Minimum Distributions (RMDs).


3. Leveraging Tax Deductions and Credits

  • Maximize medical expense deductions and decide when to itemize or take the standard deduction.

  • Discover credits like the Credit for the Elderly or Disabled.


4. Smart Charitable Giving

  • Use Qualified Charitable Distributions (QCDs) from IRAs to give back tax-efficiently.

  • Explore the benefits of donor-advised funds for your philanthropic goals.


5. Avoiding Costly Tax Traps

  • Avoid surprises with Medicare Income Bracket Adjustments (IRMAA) and capital gains taxes.

  • Steer clear of penalties for early withdrawals or missed RMDs.


6. Case Study: A Tax-Savvy Retiree’s Plan

  • See a real-life example of how strategic planning can save thousands in taxes.


What You’ll Gain

By attending this webinar, you’ll walk away with:

  • A solid understanding of retirement tax rules and strategies.

  • Tools to minimize your tax liability while maximizing income.

  • Confidence to make informed financial decisions for your golden years.


FAQs

1. Who should attend this webinar?This session is perfect for retirees and those nearing retirement who want to reduce their tax burden and protect their income.


2. What if I can’t attend live?Register anyway, and we’ll send you a recording to watch at your convenience.


3. Will there be an opportunity for questions?Yes! The webinar includes a dedicated Q&A session for personalized advice.


Reserve Your Spot Today!

Don’t let taxes derail your retirement dreams. Join us on February 12, 2025, from 6:30 PM to 8:00 PM EST to gain clarity, save money, and secure your financial future.


Make retirement the most rewarding chapter of your life—with less stress and more savings. See you there!


Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through TOP Private Wealth, a registered investment advisor and separate entity from LPL Financial

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Enrolled Agent

Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through TOP Private Wealth, a registered investment advisor and separate entity from LPL Financial.

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