Taxes and Income in Retirement

This educational class is designed to help you understand why taxes in retirement are often higher than expected — and what drives that outcome. You’ll learn how different income sources are taxed, how timing and structure affect your tax exposure, and how retirement decisions can unintentionally increase taxes, Medicare premiums, and overall cash flow pressure.

No specific tax advice is given in this class. Instead, the focus is on helping you see the system clearly, recognize avoidable tax traps, and understand where planning conversations matter most.

This class is ideal for retirees and pre-retirees who want to explore legitimate ways to reduce taxes in retirement and are interested in having a personal planning conversation to identify what may apply to their situation.