A Tax-Efficient Retirement: Minimizing Taxes, Maximizing Income

Name: A Tax-Efficient Retirement: Minimizing Taxes, Maximizing Income
Start: 2026-06-10T17:30:00-04:00
Location: RhineCellar Cocktail Lounge

Schedule

Wed, 10 Jun, 2026 at 05:30 pm

UTC-04:00

Location

RhineCellar Cocktail Lounge | Rhinebeck, NY

Planning for retirement involves more than simply building wealth—it also requires a clear understanding of how taxes may impact your income over time. Even small inefficiencies can add up, potentially reducing how much of your savings you ultimately keep.
Join us for an in-person presentation designed to help retirees and pre-retirees better understand the tax landscape in retirement and explore strategies that may help improve long-term financial outcomes.
During this session, we will discuss how different sources of retirement income are taxed, key considerations under current tax laws, and planning strategies that may help create greater tax efficiency throughout retirement.
Event Details
Location: The RhineCellar (47 E Market St #2, Rhinebeck, NY 12572)
Date: Wednesday, June 10, 2026
Time: 5:30 p.m.
What We’ll Discuss
This presentation will cover several important tax considerations that can play a role in retirement planning, including:
• Why taxes matter in retirement planning
• How common sources of retirement income are taxed
• The impact of Social Security, Required Minimum Distributions (RMDs), and Medicare premiums
• Key differences between standard and itemized deductions
• Capital gains and investment income considerations
• New York State tax considerations for retirees
• Strategies that may help improve tax efficiency and avoid common planning oversights
Who Should Attend
This session may be helpful for:
• Individuals approaching retirement
• Retirees looking to better understand how taxes affect income
• Investors seeking to improve tax efficiency in retirement
• Individuals interested in staying informed on current tax laws and planning strategies
Featured Presenters
Andrew Baron, CFP®, EA
Advisor | Rhinebeck Branch Manager
Derek Doyle
Associate Advisor
Why Attend
Taxes can play a significant role in retirement—impacting everything from annual income to long-term wealth preservation. Understanding how different income sources and strategies interact with the tax system can help you make more informed decisions and better prepare for the future.
Reserve Your Spot
Space for this event may be limited. Register today to attend this in-person session and gain valuable insights into building a more tax-efficient retirement strategy.