Transitions: What Your Tax Return Will Look Like in Retirement
A free, educational workshop where Rich walks through the tax realities of retirement — no sales pitch, no obligation, just information you can use.
What You'll Learn
The Hidden Tax Problem
Why tax-deferred doesn't mean tax-free — and what "tax-undecided" is actually costing you.
Legislative Risk
How the SECURE Act, SECURE 2.0, and future tax law changes affect your retirement accounts.
Tax Rate & Timing Risk
Why the years between retirement and age 73 are the most important planning window of your life.
Income Risk & The Red Zone
How sequence of returns risk can permanently reduce your retirement income — and what to do about it.
The Widow's Penalty
Why surviving spouses often face higher taxes on less income — and how to plan ahead.
IRMAA & Medicare Costs
How your tax return from two years ago sets your Medicare premiums today.
Upcoming Sessions
All workshops are free. Seating is limited.
"This is not a sales pitch. It's an educational conversation about how taxes actually work in retirement — and why so many smart, responsible people get surprised by them."
— Rich Ison
Can't Make a Workshop?
Schedule a free one-on-one conversation instead. Same information, tailored to your situation.
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This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or advisory service. All investments involve risk, including loss of principal. Past performance does not guarantee future results. Tax, legal, and estate planning information is general in nature. Consult a qualified professional for advice specific to your situation.
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