How to Keep More in Retirement

Learn how different sources of retirement income are taxed and strategies to keep more of the money you've saved. Registration is required. Understanding how your retirement income works can make a real difference in how much you keep. This session walks through how different sources of retirement income are actually taxed, including Social Security, traditional IRA and 401(k) distributions, Roth accounts, and pensions. We'll also cover how to think about cash flow when you no longer have a paycheck coming in, and some practical strategies anyone can use to keep more of what you've saved. Presented by Ryan Bennett. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with nearly a decade of experience helping individuals and families navigate the financial complexities of retirement. He is the founder of Kelda Wealth Management, an independent firm built around a straightforward idea: that people approaching and living in retirement deserve clear and honest guidance.