Your retirement income strategy is about more than simply knowing how much you can spend. Where your income comes from, and when, can have a meaningful impact on your taxes and your overall retirement plan.

During this seminar, Tim and Max will explore how thoughtful tax planning can help you make the most of your retirement savings, including:

• How to coordinate withdrawals from different retirement accounts
• How Roth conversions work and when they may make sense
• Strategies for managing taxable income throughout retirement

Whether retirement is just around the corner or you’re already enjoying it, understanding your options can help you make more informed decisions about your financial future.