Free seminar
Taxes in Retirement Breakfast Seminar
- Date
- Tuesday, August 11, 2026
- Time
- 9:30 AM - 10:30 AM
- Venue
- Pomegranate Bistro18005 NE 68th St, Ste A-150, Redmond, WA 98052
Learn how to keep more of what you've earned when retirement makes taxes more complicated than they already are.
Join us at Pomegranate Bistro on Tuesday, August 11th for Breakfast and an educational seminar on taxes in retirement.
You spent decades building your savings. Now the question is how much of it you get to keep, how taxes may change the way you draw income, and what planning opportunities might still be available to you.
What this seminar is really about
Many people approach retirement tax planning the way they approached working-life tax planning. Try to pay less this year.
In retirement, that strategy can cost you.
Taxes in retirement aren't just about yearly returns. They show up in your Social Security, your IRA withdrawals, your investment income, and sometimes in the decisions you make about your estate.
In this presentation, we'll walk through recent tax law changes and retirement planning tax opportunities in plain English. No sales pitch. No tax jargon. Just a clear picture of where you stand and what to consider next.
What we'll discuss:
- How recent tax law changes may affect retirement strategy.
- Why increased standard deductions and the Senior Bonus deduction may matter for retirees.
- How changes in estate tax exemptions could affect what you pass on to heirs.
- Ways to think about taxes, income, and estate planning together instead of separately.
- Common retirement tax mistakes and how to avoid them.
A couple extra things to know:
- Please arrive 15 minutes early for check-in and Breakfast selection.
- Bring a guest if you'd like: a spouse, a neighbor, a friend who's been putting off a conversation about taxes in retirement. Just add them on the form when you sign up.
All TRS seminars are free and open to the public. No financial products are sold at these events.
Disclosure
The Retirement Solution LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. The Retirement Solution LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. The Retirement Solution LLC website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication The Retirement Solution LLC website on the Internet should not be construed by any consumer and/or prospective client as The Retirement Solution LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by The Retirement Solution LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The Retirement Solution LLC, a copy of The Retirement Solution LLC current written disclosure statement discussing The Retirement Solution LLC business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov Investment Advisor Public Disclosure website or from directly from The Retirement Solution LLC upon request at no additional cost. (Request the Firm Brochure by calling 888.500.5830.)
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.