Retirement planning involves more than saving and investing. Taxes can play an important role in how retirement income is generated, how withdrawals are structured, and how long retirement savings may last.
Join us for an educational workshop designed to help you better understand the tax considerations that may affect retirement income and long-term financial planning decisions.
Presented By
Jason Nickerson, CFP®, EA
President & Chief Operating Officer
Alex Chacho
Associate Advisor
Event Details
Location
JGUA Headquarters
343 Daniel Zenker Drive
Horseheads, NY
Date & Time
Thursday, May 7, 2026
6:00 p.m.
What You’ll Learn
During this workshop, we will explore key tax considerations that may affect retirement planning, including:
• How different retirement income sources may be taxed
• How withdrawals from retirement accounts can affect overall tax exposure
• Key rules surrounding Social Security, Required Minimum Distributions, and Medicare premiums
• Planning strategies that may help improve long-term tax efficiency in retirement
Who Should Attend
This presentation may be valuable for individuals who:
• Are approaching retirement within the next 5–10 years
• Have recently retired and are beginning to draw retirement income
• Want to better understand how taxes may affect retirement withdrawals
• Are interested in strategies to help manage taxes in retirement
Reserve Your Seat
Space for this educational workshop may be limited.
Register today to attend and learn more about the tax considerations that may influence retirement income, withdrawals, and long-term planning decisions.
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.