WORKSHOPS
OCTOBER '25
WORKSHOPS
OCTOBER '25
Turn Retirement Tax Traps into
Lifetime Savings Opportunities
Turn Retirement Tax Traps into Lifetime Savings Opportunities
Retirement isn’t just about what you’ve earned — it’s about what you get to keep. At Matthew James Tax & Wealth Management, our exclusive workshops show you exactly how today’s tax laws affect your Social Security, 401(k)/IRA withdrawals, pensions, and other retirement income streams.
You’ll leave with actionable strategies to help minimize taxes, safeguard your income, and make smarter financial decisions — not vague theories, but clear, practical steps you can implement immediately. Led by seasoned experts who’ve guided thousands of Americans toward confident, tax-efficient retirements, this workshop is your roadmap to protecting what you’ve worked a lifetime to build.
RETIRE WITH CONFIDENCE
DATES:
Tuesday, October 7
Wednesday, October 15
TIME:
6pm – 7pm
LOCATION:
Lafayette Public Library – South Regional Library
Limited space. No cost to attend.
The event is not sponsored nor endorsed by the Lafayette Public Library.
For questions, please call (844) 567-7760.
WHAT WE'LL DISCUSS...
🟨 Two-thirds of Americans fear outliving their money—here’s how to avoid becoming one of them.
🟨 Smart moves to help shield your nest egg from market swings.
🟨 The tax triangle: how pre-tax, Roth, and taxable accounts work together to shape your future liability.
🟨 The myths retirees believe about taxes—and the truths that cost them.
🟨 RMDs: will they bump you into a higher tax bracket?
🟨 The tools and strategies top retirees use to build a smarter tax plan.
🟨 Don’t let your Social Security check get taxed twice—strategies that help keep more in your pocket.
🟨 How new tax rules from Washington could reshape your retirement income.
🟨 The SECURE Act 2.0: what changed, and how it impacts your retirement strategy.
🟨 Real estate and retirement taxes—what investors need to watch.
Master Your Retirement Taxes Before They Take a Bite Out of Your Income
Retirement is supposed to be a time to enjoy the rewards of your hard work—but without a smart tax strategy, unnecessary taxes could quietly erode your income. At Matthew James Tax & Wealth Management, we show pre-retirees and retirees how to take control.
In this exclusive seminar, you’ll gain actionable insight into today’s tax landscape, including the latest regulatory changes, and discover strategies to potentially save thousands of dollars on the money you’ve earned. From Social Security and 401(k)/IRA distributions to other income streams, we’ll guide you on managing each source efficiently so you can keep more of what’s rightfully yours.
Having empowered nearly 1.8 million Americans nationwide to navigate retirement taxes with confidence, our expert-led session delivers practical, easy-to-implement knowledge. Walk away equipped to build a retirement tax strategy that safeguards your income, enhances financial security, and gives you peace of mind.
Reserve your spot today and join a community of retirees taking command of their financial future.
RETIREMENT PLANNING FAQs
How much do I need to save for retirement?
When should I start planning for retirement?
🟨 The sooner you start planning for retirement, the better. Ideally, you should start as early as possible, even in your 20s, to take full advantage of compound interest. However, it’s never too late to start. Our team works with individuals at all stages of their retirement journey, from early planning to fine-tuning existing plans.
How do I choose the right retirement plan?
What are the best retirement income strategies?
🟨 The best retirement income strategies involve a combination of tax-efficient withdrawals, investment diversification, and safe income-generating assets. Our team helps you balance asset growth with secure income options such as dividends, annuities, or bond ladders, ensuring you have consistent income throughout retirement.