Success! We just sent you an email with a link to download your book.
JOIN US!
No-Cost Online Class
Tax-Efficient in Retirement: What to know in 2026
Tuesday or Thursday
at either 11:30 am or 6:30 pm
Learn key strategies to reduce taxes and maximize retirement income.
In under 60 minutes, learn how to achieve the "zero" tax bracket, structure income withdrawals, optimize Social Security, and align investments to support retirement and tax planning goals.
Educational
60 Minutes
100% FREE to attend
The 60-Minute Curriculum
What we will Cover During the Class:
Reach the 0% Tax Bracket
The little-known IRS thresholds that let many retirees pay $0 in federal tax — legally.
The Tax-Smart Withdrawal Order
Why the conventional 'taxable → tax-deferred → Roth' rule may cost six figures.
Social Security Optimizaton
How to structure income so Uncle Sam stops taking up to 85% of benefits.
Roth Conversion Sweet Spot
The exact window between retirement and RMDs where conversions pay off most.
Avoid the RMD Cliff
How required distributions can blow up Medicare premiums — and how to plan around it.
Case Studies
Real retirees who saved $180K, $310K, and $640K in lifetime taxes.
You've worked hard. Now it's time to Maximize & Strategize!
This class is for you if...
You are within 10 years of retirement (or already there).
You are concerned about running out of money during retirement and need strategies that can provide predictable and reliable income streams.
You want to maintain a similar or better lifestyle in retirement and are looking for ideas on how to do that with the assets you have.
You want to make sure your loved ones have appropriate insurance coverage that can help them manage the unexpected.
You care about being strategic with your money and making plans that are tax-efficient.
Bonus:
Complimentary Retirement Kit
Register for the class and get the entire Tax-Free Retirement Kit for no cost!
Discover smart strategies to reduce taxes and maximize your retirement income.
Do you worry about how taxes could impact your retirement savings? Our Tax Efficient in Retirement webinar shows you how to protect more of what you’ve saved and set up a lasting tax strategy. Learn proven techniques to reach the ‘zero-tax’ bracket, optimize Social Security, and make tax-efficient investment choices.
The Hidden Tax Trap
Most retirees are walking into a tax trap
they don't even see.
Every dollar in a 401(k) and IRA remains a deferred tax bill, but the rules of the game have changed. While many feared a massive tax hike this year, the permanent extension of the 10%–37% brackets means nest eggs are safer than expected.
However, for high earners, the "tax trap" is still real: without a strategy, retirees could still lose 24% to 37% of withdrawals to federal and state taxes.
$1.4M
Average tax bill on a $1M IRA over retirement
85%
Of Social Security that can be taxed without planning
0%
Tax bracket attainable with the right structure
What's New for Your Nest Egg:
- Permanent Lower Rates: The sunset of the 2017 Tax Cuts and Jobs Act was canceled. The top rate remains 37% instead of jumping back to 39.6%.
- The "Senior Shield": If you are 65 or older, a new $6,000 deduction ($12,000 for couples) now sits on top of the standard deduction, allowing you to pull even more from your IRA tax-free.
- Expanded Standard Deductions: For 2026, the standard deduction has risen to $16,100 (Single) and $32,200 (Married), creating a larger "0% tax bracket" for your initial withdrawals.
- SALT Relief: The cap on State and Local Tax deductions was raised to $40,400, making it easier for retirees in high-tax states to offset the cost of their 401(k) distributions.
- The Good News: With the 2026 "Senior Shield" and strategic Roth Conversions, many retirees can now legally keep their effective tax rate in the single digits.
Is your current plan taking advantage of the new 2026 deductions, or are you still following a strategy built for 2025?
Common Questions
Everything you're wondering, answered.
Q: How long is the webinar?
A: The Tax Efficient in Retirement webinar is just under an hour. We’ve packed it with essential strategies to help you plan for a tax-efficient retirement, while keeping it concise and valuable.
Q: Is there a cost to attend?
A: No, this webinar is completely free! There’s no cost or obligation to attend – just a unique opportunity to learn more about managing taxes in retirement.
Q: Do I need any special equipment to join?
A: You can watch the webinar from your phone, but for the best experience, we recommend tuning in on a laptop or desktop.
Q: What happens after I register?
A: After you register, you’ll receive a confirmation email with all the details you need to join. We’ll also send a reminder closer to the webinar date, so you don’t miss out!
Q: Will I have a chance to ask questions?
A: Yes! There will be a chat box for questions, as well as the chance to talk to someone one-on-one.
©2026. All rights reserved.
Hosted by Vincent Oldre, CFP, an Investment Advisor Representative for CFG Retirement.
This course is held all around the country but is not affiliated with any of these locations.