Taxes in Retirement: Planning Strategies That Protect Legacies (CFP® CE Eligible)
On-Demand Webinar
Tax planning doesn’t stop in retirement; in fact, it becomes even more important. Hear from Dave Haughton, J.D., and Steven Jarvis, CPA and CEO of Retirement Tax Services, in a tactical, advisor-focused session on building retirement plans that are both tax-efficient and legacy-ready.
Today’s clients expect more than portfolio management. They want advisors who can help them minimize tax burdens, preserve wealth, and make confident decisions about their financial future. This webinar offers practical strategies to do just that, from reducing unnecessary tax drag to aligning estate and income tax planning. Watch the webinar, and then take a 10-question quiz. Pass rates of 80% or above will receive 1 hour of CFP CE credit.
You’ll Learn:
- Proactive ways to manage taxes in retirement, including RMD timing, Roth conversions, and tax-efficient withdrawals
- Common missteps that erode wealth and how to help clients avoid them
- How to turn tax conversations into trust-building opportunities with clients
- Key estate planning implications tied to tax decisions—and how to document them effectively
How advisors can use Wealth.com and Retirement Tax Services together to deliver coordinated, scalable value
Whether you’re working with retirees, business owners, or multigenerational families, this session will give you practical tools to help clients preserve wealth and peace of mind.
Watch the recording now to sharpen your retirement tax planning edge.
You’ll hear from:
Former Senior Corporate Counsel at Wealth.com and a frequent speaker and writer on financial planning topics, featured in publications such as Michael Kitces’ Nerd’s Eye View blog, the Journal of Financial Planning, and InvestmentNews.
CEO and Head CPA of Retirement Tax Services
Trusted Estate Planning Solution for the Industry’s Leading Firms
