Register 24 Seats Remaining

Tax Planning in Retirement Workshop

Have questions about taxes in retirement? Join us for a free workshop with a local Financial Advisor.

The workshop gives retirees a clear, practical understanding of how taxes shift throughout retirement and why timing matters more than ever. We no longer have retirement income that is "one stream," it's a sequence of tax triggers. This workshop goes through a Four Stages framework for retirement related to spending down large lump sum 401k balances. We break down how Social Security, Medicare IRMAA, RMDs, capital gains, and charitable strategies interact, often creating hidden “tax pressure points” that catch retirees off guard.

Attendees learn how these pressure points form, how to spot them early, and how thoughtful planning can reduce lifetime taxation. The session is independent, educational, and designed to help retirees make confident, informed decisions.

This event is free and open to the public, but registration is required.

Stephen Roth CFP is a fiduciary financial adviser and founder of Limestone Financial Group specializing in tax‑efficient retirement income planning and lifetime income strategies that help families spend confidently through market volatility.  He has lived in SOMA with his family since 2016. 

Upcoming Events