No-Cost Educational Workshop · Springfield, MO
Strategies to Reduce Your Retirement Taxes
& How to Maximize Your Savings
- Tuesday, September 22nd 6:00pm (CDT)
- No cost
- 2401 S. Kansas Expy, Springfield, MO, 65807
- Tuesday, September 29th 6:00pm (CDT)
Tue Jun 23 & Thu Jun 25
$0 — nothing to buy
Marietta, GA
A $1 million retirement portfolio could potentially incur $280,000* more in lifetime taxes without a proactive tax strategy.
According to the American Tax Foundation, the average investor will pay $20,000 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:
- 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.
- 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 Free Educational Workshop to Learn:
- Strategies to reduce your tax liability in retirement
- How to protect your assets from market volatility
- Key aspects of the new tax bill and it’s impact on your family
- Tips for optimizing Social Security benefits
"We'd never been told how to plan around our tax bills — and we have a CPA and an advisor."
Cole & Louise, Virginia Beach, VA-
"I've been to things like this before. This was different — it was eye-opening."KevinKennesaw, GA
-
"Not what I expected — much more thorough and educational." LaurenLive-stream attendee
Questions people ask
Is it really no cost?
Yes. There's no fee to register and nothing to pay at the door. The professional presenting the class covers the cost; it's their way of giving back to the community. You just show up and learn.
Will I be sold something?
No. Nothing is sold and no financial products are offered. These classes are 100% educational. The presenter may offer to meet privately afterward if you'd like to talk through your own situation, but that's entirely up to you and completely separate from the class.
Can I bring my spouse or a friend?
Please do, we'd encourage it! Retirement decisions usually get made by two people, and it helps to hear the same information together. Just add your guest when you register so we can save your seats. No cost for them either.
What if I can't make either date?
No problem at all. We add new classes regularly. Visit myretirementworkshops.com/class-near-you to see the full schedule and find a date that fits.
Do I need to prepare anything?
Not a thing, just come as you are. We'll have handouts waiting; bring a pen if you like taking notes. Leave your statements and account numbers at home. No one will ask for personal financial information, and you won't be put on the spot in front of the group.
Where & when
No-Cost Educational Workshop ·
Strategies to Reduce Your Retirement Taxes
& How to Maximize Your Savings
Reserve Your Spot
Pick the date that works for you
Please register for the day that works best for you
Tuesday, September 22nd 6:00pm (CDT)
We'll only contact you about this event. No marketing lists.
How attending works
Three simple steps
1
Reserve your seat
Pick an evening and add your details — about 30 seconds.
2
Get your reminder
We’ll send directions to the campus and a reminder before class.
3
Attend & take notes
Come with questions; leave with a checklist you can use right away.
Why this is different
Education first. Always.
It's a class, not a pitch
Nothing is sold — at the event or after. You come to learn; that’s the entire point.
Fiduciary-grade content
The same frameworks professionals use to coordinate tax, income, and withdrawals — explained plainly.
Proven with real people
2,550+ attendees educated, and 96% say they’d recommend it to a friend.
Reserve your seat for an evening worth your time.
No cost, no obligation, no marketing lists. Just one evening that could change what you owe for years.
reserve my seatSeats are limited by room capacity.
We'll only contact you about this class.
Please register for the day that works best for you
Please register for the day that works best for you
Tuesday, September 22nd 6:00pm (CDT)
We'll only contact you about this event. No marketing lists.
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!
Class offered on Tuesday and Tuesday
Please register for the day that works best for you