Taxes in Retirement: Planning Strategies That Protect Legacies

Date & Time:
July 17, 2025 | 10am PT / 1pm ET

Join Dave Haughton, Senior Corporate Counsel at Wealth.com, and special guest Steven Jarvis, CEO and Head CPA of Retirement Tax Services, for a timely, tactical conversation on creating tax-smart and legacy-ready retirement plans.

In this live webinar, Steven will demystify how tax strategies can create meaningful value in retirement—and how advisors can use these insights to better serve clients and differentiate their practice—while Dave shows how to capture and carry out those strategies in a living, collaborative estate plan. From tax-efficient withdrawals to managing RMDs and navigating Roth conversions, this session will arm you with practical guidance you can apply immediately. We’ll cover how tax and estate decisions work best when made together.

You’ll Learn:

• How to proactively manage taxes in retirement planning
• Key missteps that create tax friction—and how to avoid them
• Ways to deepen trust with clients through transparent tax conversations
• Estate planning implications of tax-driven decisions
• How to use Wealth.com and Retirement Tax Services together for smarter outcomes