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4 Costly Retirement Tax Mistakes And How To Avoid Them

Join us for a free lunch or dinner event!

Did you know that a little planning and effort now can have a big impact on the taxes you pay in retirement? Knowing what to look for and taking action can make the difference between having the retirement you’ve been working for and a retirement you settle for. Join us as we explore four potential tax mistakes and share insight on how to avoid them.

Seating is limited and reservations are required, so please guarantee your space today by RSVPing now.

In this presentation, you'll learn:

  • How multiple sources of income in retirement can impact your taxes
  • The importance of incorporating tax planning into your broader financial plan
  • How new tax laws could impact you and your savings
  • Tax-smart strategies for each stage of life
  • Essential ways to prepare for Required Minimum Distributions (RMDs)
  • The role of Qualified Charitable Distributions to minimize RMDs
  • If you should consider a Roth IRA conversion
  • And how to minimize the taxes you pass on to your loved ones
Event Locations


Tuesday, April 9 @ 6:30 PM
Schaumburg, IL
Maggiano's Little Italy
Wednesday, April 10 @ 6:30 PM
Northbrook, IL
Francesca's North


Wednesday, April 3 @ 6:00 PM
Des Moines, IA
Des Moines Golf & Country Club
Thursday, April 4 @ 11:30 AM
Des Moines, IA
Des Moines Golf & Country Club


Thursday, March 7 @ 11:30 AM
Mankato, MN
Country Inn & Suites
Thursday, March 7 @ 6:00 PM
Mankato, MN
Country Inn & Suites
Tuesday, March 26 @ 11:30 AM
St. Cloud, MN
Olde Brick House
Tuesday, March 26 @ 6:00 PM
Sartell, MN
The Grands at Mulligans
Thursday, March 28 @ 11:30 AM
Rochester, MN
Bleu Duck Kitchen
Thursday, March 28 @ 6:00 PM
Rochester, MN
Rochester Golf & Country Club
Tuesday, April 16 @ 6:30 PM
Eden Prairie, MN
Bearpath Golf & Country Club
Wednesday, April 17 @ 6:30 PM
Bloomington, MN
Minnesota Valley Country Club
Tuesday, April 23 @ 6:30 PM
North Oaks, MN
North Oaks Golf Club
Wednesday, April 24 @ 6:30 PM
Oakdale, MN
Oak Marsh Golf Course
Thursday, April 25 @ 6:30 PM
Hopkins, MN
Oak Ridge Country Club
Tuesday, May 7 @ 5:00 PM
Alexandria, MN
Holiday Inn & Suites
Wednesday, May 8 @ 5:00 PM
Brainerd, MN
Northern Cowboy Flame 'N Brew


Wednesday, March 20 @ 6:30 PM
Houston, TX
Ouisie's Table
Thursday, March 21 @ 6:30 PM
Houston, TX
Churrascos Memorial City


Thursday, April 11 @ 6:30 PM
Beloit, WI
Ironworks Hotel