Mastering Taxes in Retirement
Date: Thursday, July 30 | 6:30-7:30 p.m. Eastern
STARTS IN
In this focused virtual session, we'll walk through practical strategies to help you keep more of what you've saved.
We'll cover:
Save My Spot!
Ways to avoid common rollover mistakes that can trigger unnecessary taxes
How you can use Required Minimum Distributions to your advantage
Strategies for structuring retirement income to help minimize your tax exposure
How to leverage tax-deferred, post-tax, and tax-free accounts
What you can do to cut down on the taxes you pay on Social Security
Potential income pitfalls that catch too many people by surprise
If you've ever wondered whether your retirement plan is as tax efficient as it could be, this is worth an hour of your time.
About your presenter:
Charlie Ehrenfried
CFP®, CLU, CFP®, CLU, ChFC, RICP, CASL, BPC, NSSA, TPCP
Owner | Lead Wealth Management Advisor
Charlie began his career in financial planning in 2006 and has experience in sales, operations, and financial planning. His greatest value is helping families maximize their income in retirement while navigating the risks associated with it. He brings a servant attitude and enjoys the research and continuing education required to stay on top of what’s going on in the financial planning industry.
He is the president of the Southwestern Ohio chapter of the American Financial Education Alliance (AFEA).
Can't make it? Register anyway. We'll send you the replay.
Copyright 2026. Retirement Matters. All Rights Reserved.
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("Prosperity") an SEC registered investment adviser with its principal place of business in the State of Ohio. Prosperity and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Prosperity maintains clients. Prosperity may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by Prosperity with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Retirement Matters and Prosperity are separate, non-affiliated entities. Prosperity does not provide tax or legal advice. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a Prosperity affiliated advisor and does not represent the views and opinions of Prosperity or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. Prosperity is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of Prosperity, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Prosperity, including fees and services, send for our disclosure statement as set forth on Form ADV from Prosperity using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
For important information related to Prosperity, refer to the Prosperity’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to https://prosperitycapitaladvisors.com.