Tax Workshop Materials

Thank you joining us for our

“Do Taxes in Retirement Matter?” workshop  

You’re one step ahead of many other people.

Knowledge truly is power.

Below you’ll find recommended next steps (and the information we promised to share with you in the workshop). Feel free to review at your own pace, and come back to this page at any time you’d like to access the information.

Retirement Power Hours offer a live and on-demand Masterclass, as well as workshops on retirement portfolio optimization, tax efficiency and protecting your assets. Visit our website to check out all the offerings.

Now That You’ve Taken the Workshop, Here’s Next Steps…

Step 1: Get Your Powerful Tax Assessment

Yes, I Need the Complimentary

Tax Efficiency Assessment

To get your actionable complimentary assessment (value: $250) completed, simply….

  1. Visit this calendar link for Brian Saranovitz, Your Retirement Advisor.
  2. Choose a date and time that works for you.
  3. Answer some basic financial questions about you (and your spouse/partner if applicable).
  4. Brian will complete your assessment based on the financial data you provide and review it with you via Zoom or over the phone.

*Note: if you’d prefer to share your info in another format, please email Lynn at:

I’m Not Quite Ready for an Assessment.

But, Will Consider it in the Future.

Brian’s offer for a Tax Assessment and chat to review your outcome doesn’t have an expiration date. He also offers Assessments for various situations.

Contact me at: with any questions.

In the meantime, feel free to interact with all of the resources below and on the Retirement Power Hours website.

Step 2: Review the Workshop Materials or Watch the Replay

Tax Materials

Note: materials are provided by Tax Smart Network, a sister company of Your Retirement Advisor focused on tax planning for retirees

 Tax Guide

Roth Conversion Guide

Secure Act Guide

Tax Workshop Replay

This is a recording of our 10/13/21 tax workshop. It’s about 100 minutes in duration.

Watch the Workshop Here

Download the Presentation Here

Step 3: Check Out the Retirement Solved Readiness Platform

Our brand new retirement readiness platform, Retirement Solved. is available for a preview to all students. It’s a powerful e-learning and gap analysis tool…plus a whole lot more. Check it out! We’d love your feedback. Simply email: with any comments.

You can learn more about it and sign up for free trial access here.

Step 4: Get Connected with Valuable Retirement Services

We’ve scoured the industry looking for the services you need (and some you didn’t know you need) as you prepare for and enter retirement. All of the providers we connect you to combine the absolute highest quality at amazingly affordable fees, saving you thousands over traditional solutions. Simply choose the solutions you’re interested in below and we’ll get you connected.

    Yes, I would like to connect with these solutions providers (and see how much I can save on these services):*Required

    Retirement PlanningInvestments/Portfolio ManagementIncome DistributionSocial Security401k ManagementAnnuitiesTax PlanningTax PreparationReverse Mortgage

    Medicare/Healthcare ConsultingLong Term Care InsuranceLife InsuranceElder Care PlanningEstate Planning (wills/trusts)Advanced Care PlanningLife Plans/Document StorageCollege FundingFraud Protection

    Retirement Planning Isn’t Easy…Get Help from a “Hybrid Retirement” Advisor

    While retirement planning is imperative, it certainly isn’t easy. The accumulation phase of your life is easy compared with retirement. There’s so many more considerations and issues to address in retirement. While you can certainly undertake retirement education and be your own advisor, we recommend that you make the investment in working with a hybrid “retirement” advisor who has the experience and know-how every retiree needs. The investment is much more afforable than you think, potentially saving you thousands and thousands of dollars in bad decisions. Not just any advisor will do.

    Check out this Guide to Finding an Advisor

    Talk to a RetireMentor for free guidance and to help you navigate our resources and your planning journey

    At Retirement Power Hours we offer help from a “RetireMentor”. He/she can help you navigate the resources on our website and help you get connected to whatever type of retirement pro you need.

    Connect with a RetireMentor here

    Check Out the Full Retirement Power Hours Masterclass (available on-demand now)

    You can access the full 6 hour Masterclass we offer, on-demand on your schedule. We’ll also be offering future live sessions, as well as 2 hour workshops on many retirement topics.

    Learn More About Our FREE On-Demand Masterclass Here

    Retirement Power Hours