How To Reduce Your Taxes In Retirement

Transform your retirement with proven tax strategies to maximize your retirement income.

Happy Romantic Mature Couple Enjoying Sunset on the Beach

Major Challenges

LARGE TAX BILLS

Many retirees overpay the IRS because they don't understand the strategies and techniques available to them.

COMPLEXITY

Most retirees feel they could be doing more about their taxes, but the complexity of the tax code prevents them from taking action. We will explain taxes in plain English.

TIME

Nobody should have to spend their golden years studying the tax code for thousands of hours. We will save you a lot of time by only focusing on what you need to learn.

LONGEVITY RISK

Retirees who pay more taxes than their fair share increase their changes of running out of money in retirement.

Why you should attend

1. SAVE ON TAXES

Learn how to save on taxes during retirement through smart strategies.

2. Tax-Smart Investing

Discover how your investment choices can lower your tax bill.

3. EXPERT GUIDANCE

Get insights from professionals who have helped hundreds of families save on taxes.

LIMITED SPOTS ARE AVAILABLE

Libertyville High School
(library classroom)
708 W Park Ave
Libertyville, IL 60048

Tuesday, October 22
5:00 PM

YOU CAN BRING ALONG A GUEST TO ATTEND THE WORKSHOP FOR FREE!

Session Topics

TAX PLANNING

How to generate tax efficient retirement income.
Creating an optimal withdrawal strategy to reduce taxes.
How to leave your beneficiaries money in a tax smart manner.

required minimum distributions

Strategies to reduce your required minimum distributions (RMDs).

Tax Smart Investing

Learning how to organize your investments to reduce your taxes.

Roth conversion

What a Roth conversion is & how to use it in your tax reduction strategy.

Larry Pershing

Founder

Larry Pershing is a financial advisor and founder of Optimum Retirement Planning LLC. Larry is a Certified Financial Planner™ Professional and Retirement Management Advisor™. He exclusively works with people age 50 and better to help them retire and stay retired, and he has helped over 500 families achieve their financial goals.

Larry has been quoted for retirement advice in The Wall Street Journal, Kiplinger and The Washington Post, among others. He has an active Facebook community group to share more about retirement tax reduction strategies called "Roth Conversions in Retirement".

Optimum Retirement Planning (ORP) does not sell insurance products and does not accept any commissions from investments.

The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. ORP is a registered investment advisor offering advisory services in the state of Illinois, California, Louisiana and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.