Please join us for an online presentation by David Sandhu, EverSource Wealth Advisors: Taxes in Retirement: New Tax Law Changes and How They Affect Your Retirement
To sign up, click on this link, register and you will be sent a Zoom link to attend!
Date & Time: Tuesday, March 24, 2026 – 09:30 AM ONLINE
Description
Retirement is often seen as one of life’s most stressful events. Do you have a tax strategy for your retirement? Whether you’re retiring in the next 10 years, or already retired, it’s crucial to understand how taxes—especially with recent changes—affect your retirement income. You might be able to reduce the taxes on your hard-earned money. Given that everyone’s tax situation is different and tax rules can change annually, staying informed can be quite challenging. During this webinar, we will cover:
- Why 66% of Americans worry about running out of money in retirement.
- Strategies to protect yourself against volatile market conditions.
- Balancing pre-tax Traditional IRA/401(k), post-tax Roth IRA, and taxable accounts to manage future tax liability.
- Common misconceptions about taxes in retirement. – Will taking RMDs push you into a higher tax bracket?
- Tools and strategies to help develop a retirement tax strategy.
- Ways to protect yourself against the taxation of your Social Security income.
- Recent tax changes and how they could affect your retirement.
- The SECURE Act 2.0 and what the new legislation means for you.
- The 4 Tax Implications When Moving Funds
- How to Implement Tax-Efficient Withdrawal Strategies and much more!
