Mark Your Calendar: Don’t Miss Out

Tax Planning & Retirement: How to Avoid Paying Excess Taxes

Wednesday, December 10, 2025 @ 12 PM ET

The question of whether you’ll have enough money to enjoy retirement is often a daunting prospect. In fact, according to a recent SeniorLiving.org study, the biggest financial fear for people between the ages of 55 and 64 is lacking the money needed during their golden years. This same fear also holds true among 38% of respondents ages 65+. Exacerbating these concerns, retirees often pay more taxes than expected because, well, our tax system and government programs are very confusing to say the least.

The good news is that you can take several steps to minimize or even avoid financial roadblocks in your later years. This is precisely where our webinar comes into play—making you better informed about retirement tax planning challenges. Specifically, attend and learn how to:

·      Avoid Medicare surcharges

·      Assess how your income impacts Medicare premiums and Social Security taxes

·      Plan how and when you’ll use taxable, tax-deferred, and tax-free assets to manage your income

·      Manage your retirement income through other approaches, such as a Roth IRA conversion

If you want to avoid unintended tax consequences and thus make the most of your retirement, attending this webinar is a great start.

Presenters:

• Paul Muller, AEP®, CFP®, Vision Retirement

• Karen Beerbower, CPA & Managing Director, Leeds Accounting & Tax Services

• Kevin Leeds, CPA & Principal, Leeds Accounting & Tax Services