Strategies to Reduce Your Retirement Taxes
& How to Maximize Your Savings
LOCATION:
Gwinnett Technical College – Alpharetta Campus
5150 Sugarloaf Parkway, Lawrenceville, GA 30043
Class offered on Tuesday and Thursday
Please register for the day that works best for you
Educational Class
Creating a Tax-Efficient Retirement
According to the American Tax Foundation, the average investor will pay $280,000 in avoidable taxes.
Retirement should be a time to enjoy the rewards of a lifetime of saving, but without a tax-efficient plan, you can face unnecessary tax burdens that diminish your savings.
Attend this Class to Discover:
- The key moves to start making now to dodge the avoidable “Tax Tidal Wave“
- 5 KEY strategies used by the wealthy to reduce or remove taxes and penalties
- Strategic Asset Location to potentially increase your legacy and estate
- How smart investors use the current market volatility to maximize their retirement savings
- Key aspects of the new tax bill and it’s impact on your family
- Misunderstood facts about taxes that often cause people to overpay
- Sandwiches and drinks will be provided at no cost
Are You Curious to Know if There Are Ways to Reduce Your Tax Burden?
Why is it that most people don’t have a plan to minimize their taxes? Even those with financial advisors are rarely, if ever, given clear advice as to how to reduce their taxes.
Managing taxes in retirement is not just about reducing what’s owed; it’s about strategically timing and structuring withdrawals to make the most of your hard-earned savings.
Join this Free Educational Workshop to Learn:
- Strategies to reduce your tax liability in retirement
- How to protect your assets from market volatility
- Key aspects of the new tax bill and it’s impact on your family
- Tips for optimizing Social Security benefits
- Sandwiches and drinks will be provided at no charge
Who Should Attend:
Anyone nearing retirement or already in retirement
When:
Tuesday, January 27th 2026 or Thursday January 29th 2026 6pm (EST)
Where:
Gwinnett Technical College
5150 Sugarloaf Parkway, Lawrenceville, GA 30043
Here's What We'll Cover:
This workshop sheds light on common misconceptions around taxes in retirement that can lead to missed opportunities for preserving and growing wealth.
By attending this workshop, investors can learn actionable strategies that could save them hundreds of thousands over the course of retirement.
This is an opportunity to gain the knowledge necessary for a secure and tax-efficient retirement.
We will begin with an overview of key concepts, including income tax, capital gains tax, estate tax, and less visible “shadow” taxes. We will then explore the different scenarios and tax strategies that can significantly impact your retirement savings.
No financial products will be presented or pitched. Our goal is to help you obtain a clearer understanding of:
- Tips for optimizing Social Security benefits
- How to create sustainable income streams in retirement, while minimizing tax your liabilities;
- The key strategies used by savvy investors to maximize their assets and protect their legacy;
- Recent and potentially upcoming changes to tax law.
Register for Class
Invest in Yourself & Your Family's Future
In today’s environment of uncertainty, taxes are one aspect of your financial life that is controllable — if you understand the rules and know how to limit your tax exposure.
We look forward to hosting you!
Class offered on Tuesday and Thursday
Please register for the day that works best for you