Comprehensive Tax Topics Covered in This Workshop
Tax-Efficient Withdrawal Strategies Learn the optimal order for withdrawing from different retirement accounts to minimize your lifetime tax burden. We’ll cover strategies for managing withdrawals from traditional IRAs, 401(k)s, Roth accounts, and taxable investments for Hudson area retirees.
Required Minimum Distributions (RMDs) Planning Understand when RMDs begin, how they’re calculated, and strategies to minimize their tax impact. We’ll discuss conversion opportunities and planning techniques that can help reduce future RMD obligations for Ohio residents.
Social Security Taxation Rules Discover how Social Security benefits are taxed and strategies to potentially reduce the taxable portion of your benefits. Learn about provisional income calculations and how they affect Hudson area retirees.
Roth IRA Conversion Strategies Explore whether Roth conversions make sense for your situation. We’ll discuss timing, tax implications, and how conversions can provide tax diversification for Hudson area families.
Healthcare and Tax Planning Understand the tax implications of Medicare premiums, health savings accounts (HSAs), and medical expense deductions. Learn how healthcare costs interact with your overall retirement tax strategy.
Estate Planning and Tax Efficiency Discover how proper estate planning can minimize taxes for both you and your heirs. We’ll cover beneficiary designations, step-up in basis, and Ohio estate tax considerations.
Our Team
Meet Your Presenters
James C. Sexton III, CFP®, CFS
Financial Planner
