Tax Planning for Life After Work

Retirement should be about enjoying the life you’ve built—not worrying about tax surprises. Yet, taxes remain one of the biggest risks to retirement income and legacy planning.

At this free event, EP Wealth advisors will share strategies designed to help high-net-worth individuals preserve their wealth, optimize income, and make informed decisions for the future.

• How different retirement accounts are taxed (Traditional IRA, Roth IRA, Non-Qualified Brokerage)
• The impact of the SECURE Act on inherited accounts
• Legacy and estate planning considerations for your heirs
• Tax-efficient strategies: Roth conversions, tax-loss harvesting, and charitable giving
• Real-world examples of how taxes can erode your wealth—and steps that may help mitigate the risk

This event is ideal for individuals or couples with $500,000+ in investable assets* who want to:

✔ Minimize tax burdens in retirement

✔ Strengthen income and legacy strategies

✔ Stay informed on the latest tax law changes

• , Vice President, Advisor, Partner
• , Vice President, Advisor, Partner
• , Senior Vice President, Advisor

Seating is limited, and early registration is highly recommended. RSVP today and take the next step toward making your retirement tax-smart.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

*Investable assets include qualified retirement plans (IRA, Roth IRA, 401(k), taxable brokerage, cash (savings/checking) and CDs. Investable assets do not include your home, vehicles, or collectibles.

Host or Publisher EP Wealth Advisors