Planning for retirement involves more than simply saving and investing. How your retirement income is taxed can play a significant role in how much of your savings you ultimately keep.
Join us for an informative presentation designed to help retirees and pre-retirees better understand the tax landscape in retirement and the strategies that may help improve long-term financial outcomes.
During this session, we will explore how different sources of retirement income are taxed, recent federal tax law changes that could affect retirement planning, and strategies that may help create greater tax flexibility throughout retirement.
Event Details
Location: SouthPark Regional Library (7015 Carnegie Blvd, Charlotte, NC 28211)
Room: Community Room
Date: Thursday, May 14, 2026
Two sessions will be available:
Session 1: 12:00 p.m.
Session 2: 6:00 p.m.
Please select the session that works best for your schedule when registering.
What We’ll Discuss
This presentation will highlight several key tax considerations that can play an important role in retirement planning, including:
• How different sources of retirement income are taxed
• Recent federal tax law changes and what they may mean for retirees
• How Social Security, Required Minimum Distributions (RMDs), and Medicare premiums interact with income
• The importance of tax diversification across retirement accounts
• Strategies that may help retirees manage taxes and avoid common planning mistakes
Who Should Attend
This session may be helpful for:
• Individuals approaching retirement
• Retirees seeking to better understand how taxes affect income planning
• Investors looking to create more tax-efficient retirement strategies
• Individuals who want to stay informed about recent tax law changes
Featured Presenters
Jason Nickerson, CFP®, EA
President & Chief Operating Officer
Jakob Brost, CFP®, RICP®, MS
Advisor | Charlotte Branch Manager
Why Attend
Taxes can influence many aspects of retirement planning—from how much income you keep each year to how your assets are passed to future generations.
Understanding how different strategies interact with the tax system can help retirees make more informed financial decisions and reduce potential surprises later in retirement.
Reserve Your Spot
Space for this event may be limited. Register today to join us for this informative discussion and gain valuable insights into the tax considerations that can shape your retirement strategy.
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.