Understanding Tax Traps in Retirement and Protecting Your Wealth
Don’t Let a $1,000 Decision Cost You $3,000.
Most retirees assume their taxes will go down.
The reality? Retirement introduces an entirely new tax system.
Social Security taxation.
Medicare IRMAA cliffs.
Required Minimum Distributions.
Hidden penalties.
Compounding tax erosion.
In this eye-opening workshop, Jessica Weaver, CFP®, CDFA®, walks you through the real tax traps retirees face — and how to proactively avoid them before they impact your wealth.
You’ll learn:
✔ Why a $1,000 IRA withdrawal can trigger a 40%+ tax rate
✔ How Medicare premiums can spike based on income
✔ What Required Minimum Distributions really mean for your future taxes
✔ When Roth conversions make sense (and when they don’t)
✔ How to organize assets for tax efficiency and legacy planning
✔ Strategies to reduce tax drag and protect more of what you’ve built
Retirement isn’t just about how much you’ve saved.
It’s about how much you actually get to keep.
🎥 Watch the full workshop now and take the first step toward protecting your retirement income.
