The Retirement Tax Trap: How to Protect Your Income Before It's Too Late
Most retirees don't realize how small income decisions can quietly increase taxes over time. We believe in paying our fair share of taxes but not tipping Uncle Sam. The tax code changes frequently which is why it is so important to have a plan in place. This workshop will open your eyes to what tax planning can do for your retirement.
At This Educational Workshop You Will Learn:
- How to create a tax-focused retirement plan
- How to avoid IRMAA which could cost you more for Medicare premiums in retirement
- How to avoid critical mistakes that could cost thousands of dollars
- How to create tax-efficient income planning
- The rules you need to know when you transition from wealth accumulation to distribution
- How it may be possible to plan now so you can potentially avoid federal taxes throughout your retirement
- Whether you will really be in a lower tax bracket in retirement
Event Details
Wednesday, June 10, 2026 or Thursday, June 11, 2026
6:00 pm – 7:00 pm
East Anaheim Community Center, Oak Room
8201 E. Santa Ana Canyon Rd,
Anaheim, CA 92808
Seating is limited. Advance registration is required.
This workshop is for educational purposes only.
Ilkay Sepulveda is a retirement strategist and founder of Your Financial Genie with over 30 years of experience in financial services. As a National Social Security Advisor Certificate holder, she specializes in helping pre-retirees in Orange County create tax-efficient retirement income strategies. Her workshops are designed to give you the clarity and confidence to make smart retirement decisions.