The Mistakes That Could Cost You Thousands

Most people spend 30 to 40 years saving for retirement.

Very few spend time planning how they'll withdraw those dollars.

The result? Many retirees unknowingly pay thousands of dollars in unnecessary taxes throughout retirement.

Join Kevin Thompson CFP®, RICP®, EA for Episode 2 of the Tax Playbook Series as he breaks down the most common retirement tax traps and the planning opportunities that may help retirees keep more of their hard-earned money.

During this educational webinar, we'll discuss:

• Why taxes don't necessarily decline in retirement

• Social Security taxation and how benefits may become taxable

• IRMAA and how income can increase Medicare premiums

• Required Minimum Distributions (RMDs)

• The Widow's Penalty

• Roth conversion opportunities

• Tax diversification strategies

• Common mistakes retirees make when withdrawing income

Whether you're already retired or approaching retirement, this session will provide practical insights designed to help you make more informed decisions about your retirement income strategy.

Date: June 30, 2026

Time: 11:00 AM CST

Format: YouTube Premiere with Live Chat