Join us for a powerful 60-minute seminar, Tax Strategies to Save Retirees Thousands, where Retirement Tax Partners and special guest Nolan Baker share real-world strategies that could significantly lower your tax bill. This presentation reveals how recent tax law changes — including the “One Big Beautiful Bill” — open a window of opportunity for smart retirees to optimize Roth conversions, reduce capital gains, and eliminate unnecessary taxes on donations, dividends, and interest. You’ll also hear real client success stories and the costly mistakes to avoid.
Whether you’re retired or approaching retirement, this workshop will equip you with proactive tax strategies that help you keep more of your hard-earned money. Don’t miss the chance to get your personalized “Tax What-If” Analysis and 2025 Retirement Tax Roadmap — complimentary for all attendees.