Seats are limited. RSVP required.
This workshop is for people ages 55–75 who are retired or within 10 years of retirement and want clarity on how taxes may affect retirement income.
Workshop
Taxes in Retirement
How to Keep More of What You’ve Saved
THURSDAY, FEBRUARY 26, 2026
📍South Chattanooga Community Center
1151 W 40th St, Chattanooga, TN 37409
The Hidden Costs Most People Miss
Taxes in Retirement:
How to Keep More of What You’ve Saved
This free educational workshop breaks down how taxes, Income timing, and retirement accounts work together so you can make better decisions before you file, withdraw, or get hit with surprise costs.
Retirement Income Solutions was built around a coordinated approach. Most retirees are told to focus on products or worksheets. We focus on strategy.
Strategy starts with understanding how taxes, income, and withdrawals work together over time.
Retirement Taxes Are a Timing Game
You can have the same accounts and still pay very different taxes depending on when you pull income and from where. Timing affects tax brackets, Medicare premiums, and long-term efficiency.
The Tax “Surprises” Are Predictable
Social Security taxation, Required Minimum Distributions, and income thresholds can collide and raise your lifetime tax bill. Most people do not plan for how these rules work together.
Fees Compound Too
Fees are not a one-time cost. They are an ongoing reduction in what your money can do for you. The goal is clarity around expenses and how they impact long-term outcomes.
Coordination Is the Difference
A strong retirement plan looks at income, taxes, and fees together. When those pieces are coordinated, you reduce unpleasant surprises and build a plan around what you keep, not just what you earn.
Most people assume their taxes will drop in retirement. Many are surprised when Social Security taxation, Required Minimum Distributions, and Medicare premium thresholds push total costs higher than expected.
This workshop is designed to help you understand the most common tax triggers in retirement and how a coordinated income plan can reduce unwanted surprises.
If you’re within 5–10 years of retirement and you want clarity before you make decisions that are hard to unwind later, this workshop is for you.
Why Trust Us to Guide Your Retirement Transition?
We’ve helped hundreds of individuals navigate their retirement journey with clarity and confidence. As independent fiduciary advisors, we focus on income-based strategies tailored to your unique needs.
What Happens After You Register?
After you register, you’ll receive a confirmation with your event details. Just show up, bring a notebook if you’d like, and come ready to learn.
This isn’t a sit-back-and-listen kind of event. You’ll leave with real, actionable strategies and a fresh perspective on how Social Security fits into your overall retirement income plan. We make it simple, clear, and highly relevant—so you walk away knowing exactly what to do next.
About
Retirement Income Solutions
At Retirement Income Solutions, everything we do starts with one belief: your retirement deserves thoughtful coordination, not one size fits all advice.That is why workshops like this matter. Education creates clarity, and clarity leads to better decisions.
We are an independent, full service financial firm focused exclusively on retirement planning. That focus matters. It allows us to look at your entire picture and help you make decisions that work together, not in silos.
Independence is important to us because it means our loyalty is to you. We are not tied to any single company, product, or agenda. Our role is to help you evaluate options objectively and build a plan that aligns with your goals, your values, and your stage of life.
Our clients value clarity, honesty, and experience. They want to understand their options, not feel pressured into decisions. That is the environment we have intentionally built and why so many people trust us to guide them through one of the most important transitions of their lives.
Retirement planning is not about chasing returns or reacting to headlines. It is about building confidence through coordination, education, and a plan you can rely on.
That is what we do. And that is why this conversation matters.
The information provided here in is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC-Registered Investment Advisory Firm. Retirement Income Solutions LLC and Sound Income Strategies, LLC are not associated entities. Retirement Income Solutions LLC is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.