A Complimentary Educational Tax Workshop
You've Earned It & Saved It.
Now Let's Make Sure You Keep It.
The #1 regret of many retirees:
"I wish we did tax planning...we could of kept so much more."
Join Us and Learn the Tax Traps Many Retirees Completely Miss & How to Keep More of Your Nest Egg
The Social Security Squeeze: How to keep more of your Social Security.
The IRMAA Trap: How to avoid paying more for Medicare than you need to.
Roth Conversions: When they make sense (and when they don’t).
The RMD Bracket Jump: How to plan ahead for required minimum distributions before they push you into highter tax brackets.
The OBBBA Impact: What the new 2026 tax rules could mean for your retirement income.
Every participant will also receive a personalized, complimentary Tax Assessment. Ready to be Tax Smart & Keep More of your nest egg? Join us.
Seats are limited for each session. Choose your date now:
Tuesday, February 24
or
Thursday February 26
6:00pm-7:00pm
Complimentary to attend. No cost or obligation.
The Conference Center at RidgeGate
Lone Tree, CO
Reserve Your Seat
(Registration Closing Soon)
100% Educational. No Products Will Be Sold.
“A clear, strategic breakdown of how retirement taxes actually work together. I wish I had learned this sooner.”
— Jim T.
What This Workshop is Different?
1
Strategic, Research-Backed Insight
(vs. a sales pitch)
This workshop is 100% educational. No product sales. No pressure.
You’ll learn how income sequencing, RMDs, Roth conversions, Social Security, and Medicare interact, based on proven research and real-world planning experience.
2
Integrated Retirement Tax Planning
Taxes don’t operate in isolation.
Our networks of experts bring together investment strategy, tax timing, Social Security, and Medicare into one coordinated framework — so decisions are made intentionally, not independently.
3
Actionable Take-Aways
You’ll leave with:
• A clear understanding of your planning window
• A retirement tax framework
• A practical workshop guide
• Case examples that bring the domino effect to life
4
Complimentary Tax
Assessment
Attendees receive a no-cost Tax Assessment to help identify potential risks and opportunities specific to their situation.
No strings attached.
This workshop is best suited for households with $500,000+ in retirement savings where tax and distribution decisions have greater long-term impact.
Who Is Presenting?
Tax Smart Retiree workshops are led by local retirement experts who specialize in helping individuals navigate the financial realities of retirement.
Taxes in retirement affect more than just your annual return. They influence your Social Security income, Medicare premiums, investment withdrawals, and how long your money lasts.
Learning from a local retirement expert means you’re getting guidance that looks at the full retirement picture — not just one isolated piece.
"Most retirement tax mistakes don’t happen because people failed to save.
They happen because income decisions weren’t coordinated. Reserve your seat and make decisions from clarity, not surprise."
-Lynn Toomey, Tax Smart Retiree Founder
Directions to the Workshop
The Conference Center at RidgeGate
9977 Sky Ridge Ave.
Lone Tree, CO 80124
Questions?
Call us at 978.245.6049
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Not affiliated with the Social Security Administration, IRS or any other governmental agency.
Tax Smart Retiree provides marketing services only and does not offer Financial, Legal or Tax Advice. Retirement You Workshops are hosted by independent financial professionals that are required to be licensed in their state(s) of jurisdiction. Insurance and/or financial services may be offered at a later date based on your specific situation. There is no cost or obligation required to attend the workshop. All offers and invitations are subject to specific terms and availability. Contact the workshop host for additional details.
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