Tax Game Plan for a Confident Retirement
Clear, Actionable Strategies for Pre-Retirees and Recent Retirees
A community education event—purely educational, no sales pitch.
Choose Your Date & Location
Three convenient locations or join online from anywhere.
What You'll Learn
- How Your Retirement Income Is Really Taxed: Understand tax brackets clearly to keep more of your retirement income.
- Strategic Withdrawal Strategies: Learn how strategic withdrawals from retirement accounts can significantly minimize lifetime taxes.
- Minimizing Taxes on Social Security Benefits: Discover planning techniques that could help reduce or eliminate taxes on your Social Security.
- Avoiding Common Retirement Mistakes: Identify pitfalls like missed Roth conversion opportunities, early Social Security claims, and mismanaged investment risks.
- Three Proven Approaches to Reliable Retirement Income: Explore practical strategies like Guardrails, Annuitization, and the Bucket strategy to manage market risks and income sustainably.
Meet Your Presenter
David Talley, CFP®, ChFC, EA, is a financial planner, investment advisor, and tax advisor uniquely qualified to simplify the complexities of retirement tax strategies. His approach is educational, clear, and practical. David has over a decade of experience helping retirees in the Appalachian Highlands gain financial clarity and confidence.
