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Events

I update this page with upcoming events as I plan them, but you are always welcome to book a free consultation with me to discuss your financial planning needs.

Notes:
- Please accept my apologies if the events listed below have passed; I only update this page when I schedule new events.
- Please sign up for my email list (scroll to bottom of page) if you would like to stay informed about future events.
- I welcome feedback on future event topics that you are interested in hearing about.

UPCOMING EVENTS

Taxes in Retirement

Tuesday, March 26, 2024
6:00-7:30 pm

Cox Science Center and Aquarium
4801 Dreher Trail N
West Palm Beach, FL 33405

Details

Taxes in Retirement

Thursday, March 28, 2024
6:00-7:30 pm

Cox Science Center and Aquarium
4801 Dreher Trail N
West Palm Beach, FL 33405

Details

EVENT DETAILS

Taxes in Retirement

Even when your paycheck stops, taxes won't. Given that taxes are often one's top expenditure, tax efficiency can be critical to a successful retirement. It suffices to say that it is important to understand the role that taxes play and pursue strategies to maximize your after-tax performance.

Agenda

The presentation will first provide a basic description of the tax code. This overview will explain how ordinary income, capital gains, and Social Security are taxed but also highlight non-tax costs such as Medicare surcharges (i.e., IRMAA).

From there, we will present specific strategies for reducing taxes in retirement, including:

  • Asset location
  • Roth conversions
  • Account-specific withdrawal sequences

The presentation will include examples to illustrate some subtle complexities of the tax code and related pitfalls. For example, how could a retiree in the 12% bracket accidentally trigger a >49% marginal tax rate?

If you would like to put yourself in a better position to develop a robust and tax-efficient retirement strategy, this workshop is for you.

FREQUENTLY ASKED QUESTIONS

  • Is there a cost to attend? No. There is no cost to attend.
  • Do I need to bring anything? No. You will be provided with a pen and paper to take notes.
  • Will food be served? Yes. We will provide light snacks and water.
  • Will there be a pitch to sell any investment or insurance products? No. The most common feedback we receive is how nice it is to attend a truly educational workshop with no sales pressure.

EVENT REGISTRATION

Please register for this event by clicking on one of the links below or emailing/calling me directly (aaron.brask@aaronbraskcapial.com / 561-972-7165). Thank you!

>>> Tuesday, March 26th: https://www.workshopsforretirement.com/cox-science-center-and-aquarium-3-2661569927
>>> Thursday March 28th: https://www.workshopsforretirement.com/cox-science-center-and-aquarium-3-2861570614

Watch this video to learn about the presenter!