Could you be saving more in taxes?

In this session, Michaela Raleigh, CFP® of Raleigh Wealth Solutions, dives into strategies for reducing your biggest lifelong expense—taxes. Designed especially for those approaching or in retirement, the webinar covers:

Why the assumption that you’ll be in a lower tax bracket in retirement is often a myth.

How required minimum distributions (RMDs) and hidden costs like IRMAA can unexpectedly increase your tax burden.

The importance of tax allocation across tax-deferred, taxable, and tax-free accounts—and how to rebalance for efficiency.

The impact of new tax legislation, including changes from the SECURE Act, on your retirement income and family legacy.

Advanced strategies like Roth conversions, valuation discounts, donor-advised funds, and LIRPs (life insurance retirement plans) to keep more of your money working for you and your heirs.

By the end of this webinar, you’ll understand the most common tax traps in retirement, learn how to avoid unnecessary costs, and discover proven strategies to protect both your retirement lifestyle and your legacy.