About this webinar Retirement changes the way your income is taxed and if you’re not prepared, you could end up paying more in taxes than you need to. In this session, we’ll break down how taxes work in retirement in a simple, clear way. You’ll learn how Social Security, IRA withdrawals, pensions, and investments are taxed together—and how to avoid common pitfalls like the Social Security tax trap and Medicare premium spikes. You’ll learn how taxes are impacted by:
Social Security IRA Withdraws & Pensions Investment Income
Planning for retirement isn’t just about having money—it’s about keeping more of it. Taxes are one of the biggest expenses in retirement, yet most people never get clear guidance on how to reduce them once paychecks stop. This workshop simplifies how taxes work in retirement so you can make confident, informed decisions. During this session, you’ll learn how to: - Understand how your retirement income is taxed. - Potentially avoid the Tax Torpedo - Strageties to reduce Required Minimum Distributions (RMDs) - Evaluate whether Roth conversions could make sense (and when they don’t) - Build a retirement income plan designed to help you keep more of what you’ve earned This is educational—not a sales pitch—and you’ll walk away with clarity, not confusion.
*When registered for the webinar, Fiat Wealth Management uses your email and phone number to send reminders about the upcoming webinar. Signing up is opting you in for these reminders.
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