Event Details
March 5
6:30 pm
Lewes Public Library – Medium Meeting Room
111 Adams Ave
Lewes, DE 19958 United States
Directions
What Every Retiree Needs to Know to Protect Income and Reduce Tax Surprises
Efficiently managing your taxes involves far more than filing a return—it requires understanding how retirement income is taxed, how recent legislation may impact your strategy, and how thoughtful planning can help preserve your wealth.
To help you prepare with confidence, we invite you to attend our educational workshop:
Taxes, Trusts & the OBBB Act, designed to clarify today’s complex tax rules and highlight planning opportunities that may affect your retirement income.
What You Will Learn
- Why the marginal tax system often works against retirees – and how retirement taxation differs from your working years
- Whether you will withdraw IRA funds at a lower tax rate than when you contributed
- How Required Minimum Distributions (RMDs) work and how they can increase your overall tax liability
- How Social Security benefits are taxed, including the role of provisional income
- When and why Medicare premiums can increase due to higher income (IRMAA)
- How capital gains and dividends are taxed differently in retirement – and how they impact total tax exposure
- The key differences between tax deductions, exemptions, and credits
- Planning tools and strategies that may help provide greater tax control in retirement
- The advantages and disadvantages of Wills vs. Living Trusts and how each fit into an estate plan
- One Big Beautiful Bill (OBBB) Act: what it is, what has changed, and how it could affect your retirement income strategy
Lewes Public Library – Medium Meeting Room
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