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Thu Sep 24 2026 at 06:00 pm to 07:00 pm UTC-04:00

Retirement & Taxes

  • Staunton Innovation Hub · Staunton
jeff batson Publisher / Host jeff batson
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Retirement & Taxes
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The 5 tax risks that can quietly shrink your retirement income - and the planning moves that help keep more of your money working for you.

What you'll learn

  • Taxes on Social Security
  • The IRMAA surcharge
  • The 3 Tax Buckets
  • RMD surprises
  • The "widow's penalty"
  • Your own numbers - a clear framework for modeling income, taxes, and 20+ years of retirement

Register online - https://goatplanning.com/events/workshop-9-24-2026/

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Staunton Innovation Hub, 26 N Augusta St, Staunton, VA 24401, United States

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