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June 30, 2025

5 Steps to Creating a Less Taxing Retirement

Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes.

For individuals with complex income sources and investment portfolios, evolving tax laws and legacy planning considerations can introduce additional layers of uncertainty. The good news is that proactive planning can help you keep more of what you’ve earned. In this webinar, Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.

In this session, we cover how to:

  • Minimize income tax
  • Maximize Social Security benefits
  • Safeguard portfolios from risk
  • Protect your family’s finances
  • Make your wishes known in the case of incapacity or death

Nothing contained in this presentation may be relied upon as a guarantee, promise, assurance, or representation as to the future. No client or prospective should assume the above information serves as the receipt of, or substitute for, personalized individual advice.

Category

Retirement

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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