Retirement should reward decades of disciplined work — not expose your income to avoidable tax erosion. Without a coordinated tax strategy, even well-built retirement plans can quietly lose efficiency over time.

In this guided retirement briefing, Matthew James Tax & Wealth Management provides clear, practical insight into today’s evolving tax landscape and how it directly impacts retirees and pre-retirees. You’ll gain a deeper understanding of how Social Security benefits, IRA and 401(k) distributions, and other income sources are taxed — and where thoughtful planning can help preserve more of what you’ve earned.

Rather than focusing on theory, we translate current regulations and policy shifts into actionable planning considerations you can apply with confidence. Our goal is clarity: helping you recognize potential tax exposure, understand available planning levers, and make informed decisions that support long-term financial stability.

Having helped nearly 1.8 million Americans nationwide better navigate retirement-related tax considerations, our sessions are designed to be informative, accessible, and grounded in real-world application. You’ll leave with a clearer perspective on how tax strategy fits into a resilient retirement plan — one built to protect income, reduce uncertainty, and support peace of mind.

Attendance is limited. Reserve your seat and take a more intentional approach to retirement tax planning.