What Folks Near, At, or In Retirement Need To know

Retirement doesn’t mean escaping taxes—in fact, it’s one of the top challenges you’ll face as you plan for the future and understanding them is essential to preserving your income throughout your retirement. In this workshop, we will uncover critical tax issues that can erode your retirement savings and discuss practical strategies to protect your wealth. Understanding how taxes will impact your income is essential to preserving your money throughout your retirement. You'll learn about Required Minimum Distributions (RMDs); how to calculate them and how they impact your taxes. Also, how Social Security, pensions, dividends, and interest affect your taxes. We'll even cover strategies such as Roth IRA conversions, tax loss harvesting, and how a step-up in tax basis and Qualified Charitable Distributions (QCDs) can work to your advantage. By the end, you'll have knowledge and actionable strategies to consider that may help preserve your assets, maximize tax efficiency, and make your retirement dollars last. Please bring a notebook/pen and a calculator.

Anthony Corsino, owner of Zen Financial Planning, LLC in Andover, MA, holds a BS from Bentley, a Certificate in Financial Planning from Boston University, and holds other designations and certificates from The American College of Financial Services, The College for Financial Planning, and Villanova. He teaches financial planners nationwide in multiple university programs and serves as a subject matter expert at Boston University, Regis College, and through Greene Consulting, which partners with several universities including UNH and James Madison.

Nearing or entering retirement? Learn the power of a customized strategy to make the most of your benefits and assets, identify considerable risks, and plan for a comfortable, financially-secure retirement.

Sarah Blondin discovered her love of assisting others through training in the financial services sector. Her main priorities are developing relationships with individuals and helping them understand how money works and how to make it work best for them.

Are you a veteran or family member of a vet? Need help with health care, real estate, estate planning, or any of the many other aspects of life that veteran families face? Explore the benefits available to veterans and their families, including Aid & Attendance, Pension, and Disability, Dependency & Indemnity (DIC). Elly's interest in veterans' affairs lies very close to home; her father served in the US Navy for 20 years, and her brother is on active duty in the Navy. She is excited to be working with veterans and assisting with their estate planning and legal needs.

Eleanor Dominguez, Esq., has worked at Ainsworth, Thelin, & Raftice, PA since 2014, focusing on elder law, estate planning, and estate administration. In addition, she is accredited in preparing, presenting, and prosecuting claims for veterans’ benefits before the Department of Veterans Affairs.