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September 10, 2026
Location:
Good Shepherd Hall
125 S. Carrollton St.
Malvern OH 44644
Details:
This presentation will cover the basics of Tax Efficient Retirement planning and reveal the latest strategies for maximizing your benefits. Key topics include:
- How 66% of Americans are worried they’ll run out of money in retirement
- Common misconceptions about taxes in retirement
- Strategies to help protect yourself against the taxation of your Social Security income
- Ways to potentially protect yourself against volatile market conditions.
- Will taking RMDs push you into a higher tax bracket?
- The new administration’s tax changes and how they could alter your retirement plan
- Balancing pre-tax Traditional IRA/401(k) post-tax (Roth IRA), and taxable accounts to manage future tax liability
- Possible tools and strategies available to help develop a retirement tax strategy
- The SECURE Act 2.0 and what this legislation means for you