Speaker: Ben Hall, Director of Tax Services / Wealth Adviser Associate

In this webinar, Ben Hall, Elevate Wealth Advisory’s Director of Tax Services, explains why tax planning in retirement isn’t one-size-fits-all—and how your tax exposure can shift dramatically as you move through four stages: pre-retirement, early retirement, mid-retirement, and later retirement. Learn how Social Security taxation, Medicare IRMAA surcharges, required minimum distributions, and withdrawal timing can create hidden “tax traps,” and explore practical planning concepts like managing taxable vs. tax-deferred vs. tax-free accounts, Roth conversions, and qualified charitable distributions.

Attendees leave with a clearer understanding of what to watch for in each phase of retirement and how proactive planning can help keep more of their money working for them.

Register for the Noon Webinar

Submit questions ahead of time:
marketing@elevate-wealth.com