Tax Planning In Retirement

About this seminar:

Retirement should be a time to enjoy the rewards of your hard work, not worry about unexpected tax burdens. However, many retirees and pre-retirees unknowingly make tax mistakes that can significantly erode their nest egg over time.

Join us for this free seminar designed specifically for individuals approaching or already in retirement who want to take a thoughtful, proactive approach to managing their taxes. You’ll discover how smart tax planning can help you reduce your lifetime tax liability, preserve more of your savings, and create a more tax-efficient retirement income strategy.

In this seminar, you’ll learn:

• The Top 10 Tax Mistakes to Avoid in Retirement

• How Required Minimum Distributions (RMDs), Social Security, and Medicare premiums can create tax surprises

• Strategies for tax-efficient withdrawals from IRAs, 401(k)s, and other retirement accounts

• The role of Roth conversions, charitable giving, and tax brackets in long-term planning

• How to coordinate your income sources to minimize unnecessary taxes

Whether you’re 5 years from retirement or already enjoying your post-career years, this seminar will give you valuable insights and practical strategies to help you keep more of what you’ve earned.

About the presenter:

Vasili Zois is a co-founder and lead advisor at Meritum Advisors. He comes from a long family history of financial professionals - his father has been in the industry for 45 years, his mother was previously in banking and insurance, and he has over a decade of his own personal experience assisting clients plan for and live out their best retirements!

He holds various certifications and designations, including Certified Financial Fiduciary®, IRS Enrolled Agent, Certified Tax Specialist™, and Certified Annuity Specialist®. He focuses on comprehensive planning that includes investment management, financial planning, ongoing tax planning and annual preparation/filings, insurance review and solutions (health and Medicare insurance, life insurance, and long-term care planning), and estate planning.

In his free time, he loves to spend time with his wife and their two senior rescue dogs - Gammy and Maggy. He also likes to travel the world (especially to Greece, where he typically visits every summer), ride his bike, rebuild and engineer vintage motorcycles, and work on home projects.