Tuesday, November 3, 2026
6:00–7:00 PM Eastern
Location: Live Online Webinar

Are you paying more in retirement taxes than you expected?

Retirement is supposed to be about enjoying the rewards of a lifetime of hard work. Unfortunately, many retirees discover that the rules surrounding taxes change dramatically once they stop working and begin drawing income from their savings.

At Everest Retirement Planners, we believe that understanding the tax implications of your financial decisions is just as important as choosing the investments themselves.

Join Bill Romeo for our educational webinar, “Tax-Efficient Planning for 2027,” as we examine how tax considerations evolve through the four stages of retirement—from your final working years to early retirement, middle retirement, and your later years.

What Will You Learn?

• The Four Stages of Retirement: Why tax planning strategies may need to change as you transition from accumulating wealth to spending and eventually transferring it.

• Social Security & Medicare: How additional income could increase the taxation of Social Security benefits or trigger higher Medicare premiums through IRMAA.

• RMDs & Roth Conversions: Why the timing of withdrawals and conversions can be an important consideration in managing retirement income.

• Tax-Efficient Withdrawals: Understanding the differences between taxable, tax-deferred, and tax-free retirement assets.

• Charitable Giving & Legacy Planning: How qualified charitable distributions (QCDs), inherited IRAs, and other estate considerations may affect your family and financial legacy.

Why Should You Attend?

Tax planning is not a once-a-year activity reserved for tax season. It is an ongoing and vital component of a comprehensive retirement plan.

Your investment strategy, Social Security decisions, Medicare premiums, income needs, charitable goals, and estate plans are all interconnected. Tax planning cannot—and should not—be done in a vacuum.

Our goal is to help you better understand these connections so that you can ask informed questions, anticipate potential challenges, and work more effectively with your financial and tax professionals.

How to Attend

Tuesday, November 3 | 6:00–7:00 PM Eastern

This is a live online educational webinar. Simply click HERE at the scheduled time to join us.

We encourage you to invite your spouse, family members, friends, or anyone who may benefit from a better understanding of retirement tax planning.

Questions? We're Here to Help!

Whether you're preparing for retirement, already enjoying retirement, or concerned about how taxes may affect your financial legacy, we welcome your questions.

Contact Everest Retirement Planners to discuss how tax considerations fit into your broader retirement strategy and how we can work alongside your tax professional to help coordinate your financial plan.

Plan First, Invest Second.