Maximize Your Retirement Income

Every year, millions of Americans transition into retirement, facing one of the most critical challenges to their financial security: determining how to efficiently withdraw from their retirement accounts. With multiple account types, varying tax treatments, and the need to balance current lifestyle spending with long-term sustainability, creating an effective withdrawal strategy has never been more crucial—or more complex.

At the workshop, you’ll learn how to:

• Improve tax-efficiency of your investments by putting the right types of assets in the right accounts
• Learn how to prioritize withdrawals—which accounts to use first, and which to let grow
• Adjust your strategy over time as markets, taxes, and your needs change
• Use simple tax-saving tips to help you keep more of your wealth each year
• Create a clear withdrawal plan that fits your lifestyle, spending habits, and long-term goals

Registration is free and required.

Comments from past workshop attendees:

“John…always impresses upon us the pitfalls to watch for and the strategies for handling these.” – Steve G.

“A very excellent presentation of a very complex subject.” – Ronnie E

John is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®) professional. John is a Principal and Managing Director at Robertson Stephens’ San Ramon and Burlingame offices in the San Francisco Bay Area. John and his team specialize in retirement distribution planning, serving clients in or near retirement. John’s team uses a total-solution approach to planning, including income tax reduction, estate conservation, portfolio management, and retirement distribution planning.

Disclosure:

Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”). © 2025 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere.

Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Robertson Stephens Wealth Management, LLC and Fortune Financial Services, Inc. are separate entities and are not affiliated.

Endorsements were not given by clients of Robertson Stephens Wealth Management, LLC. Endorsements may not be representative of the experience of customers and do not guarantee future performance or success.

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