Join us for a one-hour, no-obligation retirement tax workshop where we’ll break down how the latest tax law changes — including the One Big Beautiful Bill — could impact your retirement nest egg.
- How Roth conversions could save you on state taxes (when done properly)
- Why Kansas (and some federal) retirees may qualify for special tax treatment others don’t
- How to avoid double taxation on your retirement income
- Why planning before December 31st is critical each year
- How some retirees are doing “free” Roth conversions with zero federal tax
- The coordination required between tax and financial advisors to make it all work
- And most importantly… Are you missing tax-saving opportunities simply because no one told you they exist?