WHAT YOU'LL LEARN IN 55 MINS
Understand the 4 retirement tax buckets - and which to tap first
See when Roth conversions add value (and when they don't)
How Social Security timing affects other income and taxes (including IRMAA)
Simple ways to control AGI before RMDs hit
WHY ATTEND
Practical , plain english strategies you can use right away
CPA-led, fee-only fiduciary guidance
No sales pitch-education first, with time for Q & A
ABOUT THE CLASS
If you’re between 55 and 67, certain retirement decisions can increase your lifetime tax bill. In this plain‑English class, Matthew Dunham, CPA, will explain tax‑smart strategies that may help you keep more of what you’ve earned.
Your presenter Matthew Dunham
CPA & Fee-Only, Fiduciary Financial Advisor
I specialize in helping pre-retirees cut lifetime taxes through Roth conversion planning, smart withdrawal order and Social Security timing
FAQ's
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Is this a sales presentation? No. It’s educational. No products will be sold at the event.
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Who should attend? Pre‑retirees and retirees in the Mequon area, typically ages 55–70.
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What should I bring? Your spouse/guest and your questions.
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What if I already have a financial advisor or CPA? You’re welcome—this class focuses on general strategies and frameworks.
REGISTER NOW- SEATS LIMITED
Educational workshop. No investment, tax, or legal advice is provided in the session.
For educational purposes only.
