Taxes in Retirement: Keep More of What You’ve Saved
A free, live webinar with Mary Garza for Belton and Central Texas on how retirement income is taxed, and how to draw from your accounts in the right order.
Dates
No date is set yet. Leave your details and we will email you as soon as the next webinar or seminar is scheduled.
What You Will Learn in 45 Minutes
- How pensions, Social Security, IRAs and savings are taxed
- The order to draw from taxable, tax-deferred and tax-free accounts
- Planning ahead for required minimum distributions
- Avoiding bracket jumps and higher Medicare premiums
Anyone within five years of retiring, and recent retirees who want a clearer plan.
Meet Mary Garza
“I love meeting and helping people make confident decisions about their retirement.”
Mary keeps current with regulations, taxation and the economy to give clients useful information that helps them reduce taxes and get the most from Medicare and Social Security.
Webinar & Seminar FAQ
Is this only for people who are already retired?
No. The earlier you plan, the more options you have.
Is it really free?
Yes. There’s no cost to attend and nothing to buy.
How do I join?
After you register, we’ll email you a link. You can join from a computer, tablet or phone, and we’ll send a reminder before we start.
Will there be a recording?
[Confirm: we’ll email the recording to everyone who registers.]
Can I ask about my own situation?
We’ll take general questions live. For advice specific to you, book a one-on-one consultation with Mary.
Ready to get your Taxes in retirement roadmap in order?
Select your preferred session at the top of the page and reserve your free seat in under 60 seconds.