Transitions: What Your Tax Return Will Look Like in Retirement
A free, educational workshop where Rich walks through the tax realities of retirement — no sales pitch, no obligation, just information you can use.
What You'll Learn
The Hidden Tax Problem
Why tax-deferred doesn't mean tax-free — and what "tax-undecided" is actually costing you.
Legislative Risk
How the SECURE Act, SECURE 2.0, and future tax law changes affect your retirement accounts.
Tax Rate & Timing Risk
Why the years between retirement and age 73 are the most important planning window of your life.
Income Risk & The Red Zone
How sequence of returns risk can permanently reduce your retirement income — and what to do about it.
The Widow's Penalty
Why surviving spouses often face higher taxes on less income — and how to plan ahead.
IRMAA & Medicare Costs
How your tax return from two years ago sets your Medicare premiums today.
Upcoming Sessions
All workshops are free. Seating is limited.
"This is not a sales pitch. It's an educational conversation about how taxes actually work in retirement — and why so many smart, responsible people get surprised by them."
— Rich Ison
Can't Make a Workshop?
Schedule a free one-on-one conversation instead. Same information, tailored to your situation.
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