- 2,550+attendees educated
- 98%would recommend
- $0required at any point
★★★★★
98% would recommend this class
No-Cost Educational Workshop · Pellissippi State Community College
Strategies to Reduce Your Retirement Taxes
& How to Maximize Your Savings
Walk out with a written checklist you can act on- See real, worked examples — not theory
- Bring your spouse and ask your own questions
That's what the average investor pays in avoidable taxes over a lifetime. This class is about the rules that change that number — before they cost you.
Six topics, with real worked examples
You'll leave with a checklist you can act on — not a folder of brochures.
-
01
The Big Beautiful Bill Act How recent federal legislation reshapes retirement and tax planning for affluent households.
- 02
Income & Medicare (IRMAA) How RMDs, pensions, and Social Security can quietly raise Medicare costs — and how to smooth it.
- 03
Tax-Smart Withdrawal Order The sequencing that decides how much of your nest egg the IRS gets, and how much you keep.
- 04
Roth Conversion Strategy When to convert and when not to — bracket-filling, coordinated conversions, and the “widow’s tax.”
- 05
Charitable & Estate Tools CRTs, DAFs, and QCDs — how households give more and owe less while supporting causes they care about.
- 06
Real-World Case Studies Three anonymized examples showing how informed planning minimizes lifetime tax exposure.
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.
"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
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 Marietta campus and a reminder before class.
- 3
Attend & take notes Come with questions; leave with a checklist you can use right away.
Where & when
Two evening sessions to choose from this round — same class both nights.
★★★★★
96% would recommend this class
No-Cost Educational Workshop ·
Strategies to Reduce Your Retirement Taxes
reserve Your spot
Pick the date that works for you
Please register for the day that works best for you
Tuesday, August 4th 6:00pm (EDT)
We'll only contact you about this event. No marketing lists.
Please register for the day that works best for you
Tuesday, August 4th 6:00pm (EDT)
We'll only contact you about this event. No marketing lists.
Why this class exists
Most people — even those with an advisor — were never shown how to plan around their tax bill.
The average investor pays an estimated $280,000 in avoidable taxes over a lifetime. This class is about the rules that change that number — and how to put them to work before they cost you.
Figure cited by My Retirement Workshops, per the American Tax Foundation.
What you'll learn
Six concrete topics with real worked examples. You'll leave with a checklist, not a sales folder.
-
Module 1
The Big Beautiful Bill Act How recent federal legislation reshapes retirement and tax planning for affluent households.
- Module 2
Income & Medicare (IRMAA) How RMDs, pensions, and Social Security can quietly raise Medicare costs — and how to smooth it.
- Module 3
Tax-Smart Withdrawal Order The sequencing that decides how much of your nest egg the IRS gets, and how much you keep.
- Module 4
Roth Conversion Strategy When to convert and when not to — bracket-filling, coordinated conversions, and the “widow’s tax.”
- Module 5
Charitable & Estate Tools CRTs, DAFs, and QCDs — how households give more and owe less while supporting causes they care about.
- Module 6
Real-World Case Studies Three anonymized examples showing how informed planning minimizes lifetime tax exposure.
Why attend
Leave with clarity you can use the next morning.
See where your own plan is exposed Understand the three types of taxation and which ones quietly erode retirement income.
Learn the moves, in order Withdrawal sequencing, Roth conversions, and charitable tools — and when each one actually helps.
Take home a concrete checklist A short action list tailored to the topics covered, so the class doesn’t end when you walk out.
Who should be here
Anyone nearing retirement — or already in it.
If you’ve saved diligently and want a clearer picture of your tax exposure before you start drawing income, this class is built for you. No prior knowledge needed; come with questions.
From Past Attendees
What people say when they walk out
Real quotes submitted through our post-event survey.
-
"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 -
"We'd never been told how to plan around our tax bills — and we have a CPA and an advisor."
Cole & LouiseVirginia Beach, VA
98% of surveyed attendees say they'd recommend this class to a friend.
Where & when
Two evening sessions to choose from this round — same class both nights.
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, August 4th 6:00pm (EDT)
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 Thursday
Please register for the day that works best for you