Retirement Tax Strategies: Keep More of Your Money

An Educational Workshop for Retirees & Pre-Retirees

Register for March 31st Here

Register for April 1st Here

Are you prepared for the tax surprises that come with retirement?

Learn key strategies to minimize taxes, protect your wealth, and maximize your retirement income in this free, no-sales-pitch workshop led by a retirement tax specialist.

What You’ll Learn:

✅ How to avoid the biggest tax mistakes retirees make
✅ Strategies to reduce taxes on Social Security benefits
✅ How Required Minimum Distributions (RMDs) could push you into a higher tax bracket – and what to do about it
✅ The truth about Roth conversions and when they actually make sense
✅ The Medicare IRMAA penalty and how to avoid costly surprises
✅ A simple approach to keeping more of your hard-earned money

📍 Location: Medford Public Library, 111 High St, Medford, MA 02155
📅 Date: March 31st & April 1st, 2025
⏰ Time: 2:30 PM - 4:00 PM (Both Days)

👉 Seats are limited! Reserve your spot now.

Register for March 31st Here

Register for April 1st Here

Who Should Attend?

This workshop is designed for retirees and pre-retirees who want to:
✔️ Legally lower their tax burden
✔️ Learn how RMDs, Social Security, and Medicare impact their retirement
✔️ Make smart, tax-efficient decisions for their future

🚫 No sales pitch. Just education.

Meet Your Host

Our workshops are led by experienced professionals with backgrounds in finance, tax planning, and retirement strategies. Presenters may include CPAs, financial professionals, attorneys, and other knowledgeable experts who understand the complexities of retirement income planning. Given the significant role Social Security and taxes play in retirement, it’s valuable to learn from professionals who specialize in these areas.

This event is part of Retirement Tax Academy, an educational platform dedicated to providing unbiased financial education to retirees and pre-retirees.

This seminar is purely educational, with no obligation or sales presentation.

FAQs

Is this a sales event?

No, this is a purely educational seminar focused on retirement tax strategies. No financial products or investments will be promoted during the event. However, if you’re interested in learning more about your specific situation, the presenter may offer a free follow-up consultation where financial strategies could be discussed in more detail.

Will this seminar be easy to understand?

Yes! This seminar is designed to be informative yet easy to follow. We break down complex topics into simple, actionable strategies that anyone can understand.

Do I have to bring anything?

Nope! Just bring yourself and a willingness to learn. Some attendees find it helpful to bring a notepad to jot down important points.

How much does it cost?

The seminar is completely free, but space is limited, so we recommend registering as soon as possible.

Who is this seminar for?

This seminar is best suited for retirees and pre-retirees looking for strategies to reduce their tax burden, avoid costly retirement mistakes, and optimize their financial future.

Can I bring my spouse or a guest?

Absolutely! In fact, we encourage you to bring a spouse, partner, or friend who could also benefit from the information. Just be sure to reserve a spot for them when you register.

Is this seminar affiliated with the government?

No. While we discuss important topics related to Social Security, Medicare, and tax laws, this seminar is not affiliated with or endorsed by the Social Security Administration, IRS, or any other government agency.

📧 Still have questions?

Email us at info@retirementtaxacademy.com

👉 Seats are limited! Reserve your spot now.

Register for March 31st Here

Register for April 1st Here

What’s Next?

✅ Click the button to reserve your spot
✅ Attend the seminar and gain valuable knowledge
✅ Leave with actionable strategies to reduce your retirement taxes

📍 Limited seating available!

Reserve your seat today!

📌 Disclaimers:

  • Retirement Tax Academy is an educational platform owned and operated by Inspire Financial Services. The content provided is for informational purposes only and should not be considered financial, tax, or legal advice. Participation in this seminar does not create a client-advisor relationship with Inspire Financial Services or any affiliated professionals.

  • This presentation is for educational purposes only and does not constitute legal, tax, or financial advice. Please consult with a qualified professional before making financial decisions.

  • This seminar is not affiliated with or endorsed by the IRS, Social Security Administration, or any other government agency.

  • This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow-up consultation where financial products may be presented or offered. See our FAQ for more information.

  • This presentation has not been endorsed by the Social Security Administration. Neither Retirement Tax Academy nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

  • Financial professionals do not provide specific tax/legal advice, and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

  • Securities offered through Van Clemens & Co., member FINRA/SIPC. Advisory services offered through Van Clemens Wealth Management, a registered investment advisor. Van Clemens & Co. and Van Clemens Wealth Management are separate entities from Inspire Financial Services. CA License: 4234803.