
978.245.6049


The Social Security tax trap that quietly costs retirees thousands
How your IRA withdrawals could push you into a higher bracket
How your income in retirement can silently trigger higher Medicare premiums (IRMAA)
How Required Minimum Withdrawals can create surprise tax spikes later in retirement
When a Roth conversion makes sense — and when it can backfire
The strategies most retirees never hear about — plus every participant receives a free personalized Tax Assessment.
Ready to be Tax Smart & Keep More of your nest egg? Join us. No sales pitch. No fee. Just education.
Text Reminders
1
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
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.
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
Attendees receive a no-cost Tax Assessment to help identify potential risks and opportunities specific to their situation.
No strings attached.


"Seeing people lose money so close to, or in retirement, because of the unwise financial decisions motivated me to start this business."
Michael has been serving the financial industry for over 25 years. He founded 5280 Retirement Group, previously known as Knox Wealth, with a mission to provide optimal financial solutions to his clients for both their current needs and future goals. He values the importance of long-lasting client relationships, creating sound financial strategies, and takes pleasure in helping provide financial security for his clients and future generations.
Knowledge acquisition is important to Michael. He believes in educating his clients so they understand their financial strategies and how they align with their lifestyles. He is passionate about helping people achieve the American Dream and is living his own by being an active member of the community. He and his wife, Amy, volunteer frequently and are involved in multiple organizations and charities.
Michael and Amy are also sports enthusiasts and enjoy spending quality time with their four children, often cheering at their children’s sports games. He enjoyed his coaching careers at Valor and Arapahoe, and to this day, he enjoys coaching on the side.
Location: Oakton College
1600 E. Golf Rd, Des Plaines, IL 60016
Parking Lot C, Entrance 37, Room 1625 (first floor)
Call us at 978.245.6049 or
email us at [email protected]
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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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