Navigating Taxes in Retirement:
Effective Strategies to Help Protect Your Income
Join us for a no cost, no obligation informational workshop at Media-Upper Providence Free Library.
Seating is limited. Click below to reserve your spot(s) today.
Taxes in Retirement Workshop at Media-Upper Providence Free Library
Date & Time
December 11th @ 11:00 AM or December 12th @ 6:00 PM
Address
1 E Front St, Media, PA 19063
Who is this for?
Retirees and Those Nearing Retirement
Discover Critical Retirement Tax Strategies:
IRA Income Optimization: Explore ways to help manage your IRA distributions more efficiently, potentially reducing taxes and enhancing your retirement income.
Navigating RMDs Effectively: Learn about the rules of Required Minimum Distributions to help you avoid penalties and optimize your tax scenario.
Smart Retirement Withdrawals: Investigate methods to withdraw from retirement accounts in a way that could minimize taxes and maximize income.
Social Security Tax Management: Discover strategies that could help minimize taxes on your Social Security benefits, potentially leading to significant savings in retirement.
Leveraging Tax Legislation: Understand how to navigate tax laws, such as the SECURE Act, to your advantage in retirement planning.
Medicare and Tax Planning: How Medicare premiums might impact your taxes and explore effective planning strategies for this critical aspect of retirement finances.
Chuck Peterson & Steve Gephart
CHS Financial
Your Trusted Guides
Your seminar is led by local financial advisors with a wealth of experience in retirement planning strategies. Specializing in tax-efficient strategies, they are committed to helping individuals understand and navigate the financial landscape of their retirement years.
Join us for an insightful session led by seasoned professionals who understand the intricacies of retirement taxes and are passionate about guiding you towards a secure and enjoyable retirement.
Why Do We Host This Workshop?
For many, retirement brings a mix of excitement and uncertainty, especially when it comes to finances. This workshop is designed with your concerns and aspirations in mind.
We believe that knowledge is the key to a secure retirement. Our aim is to provide you with clear, actionable insights into the complex world of retirement taxes.
By joining us, you'll gain a deeper understanding of how to manage your resources effectively in these changing times. It's not just about extending your finances; it's about enhancing the quality of your retirement life.
© 2026, CHS Financial. All rights reserved.
Steve Gephart is a Registered Representative and Investment Adviser Representative and Charles Peterson is a Registered Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA(www.finra.org)/SIPC(www.sipc.org), Rosetree Building 2, 1400 N. Providence Rd., Suite 3007, Media, PA 19063, 610-891-9700 CHS Financial is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. TC137860(1123)