Managing Taxes on Retirement Income: Strategies for a Tax-Smart Retirement, March 19, 2025

Taxes can significantly impact your retirement income. But with the right strategy you can minimize what you owe and maximize what you keep. The key is diversifying your assets now — balancing taxable, tax-deferred and tax-exempt accounts — so you have flexibility when it’s time to withdraw. A well-planned withdrawal strategy later can help you reduce your tax burden and make your savings last longer. The choices you make about how and when you access different income sources — whether from 401(k)s, IRAs, Roth accounts, HSAs or Social Security — will directly affect your financial security in retirement.

Join us on Wednesday, March 19, at 3 p.m. PT / 6 p.m. ET for Managing Taxes on Retirement Income, featuring Dave Harris of the Nationwide Retirement Institute. This session will provide insights into tax-efficient income planning, including the benefits of asset location, Social Security timing and structured withdrawals. You’ll gain a clearer understanding of why these factors matter and what to consider in building a personalized strategy. Register now to take a proactive approach to managing taxes in retirement!