TriDistrict Community Education

Most retirees approach income and taxes one move at a time—reacting like a game of checkers. But true retirement success requires strategy and foresight, like a game of chess. In this engaging session, you’ll learn how to avoid common “checkers-style” mistakes that can cost retirees thousands, make strategic “chess-style” moves to reduce increased Medicare premiums and taxes on Social Security, and build a retirement income plan that protects against surprise tax bills. This isn’t theory—you’ll leave with a practical workbook filled with proven strategies to help reduce your lifetime tax burden and keep more of your hard-earned money.