Live Webinar

July 22, 2026 | 1:00 PM Central

Retirement often brings a new layer of tax complexity. As income shifts from a regular paycheck to multiple sources, including retirement accounts, investment portfolios, and Social Security, each stream follows different rules. Over time, these interactions can influence taxes, healthcare costs, and overall cash flow in ways that may not be immediately clear.

In this educational webinar, financial advisor Joel Cundick and senior tax strategy advisor Joe Marmorato will discuss how retirement income decisions can create unintended tax outcomes and where common areas of risk may arise. This presentation does not constitute personalized investment or tax advice.

Attendees will learn how to:

Understand why taxes in retirement may differ from expectations, even for affluent households
Evaluate how Medicare premiums and IRMAA can be affected by income decisions
Recognize when Social Security benefits may become taxable
Assess the timing and tax impact of IRA withdrawals and required minimum distributions
Consider how tax diversification and coordination may affect retirement income over time

While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $750,000 for retirement. Our presenters typically speak with that in mind.

Sign up for this webinar

First Name*

Last Name*

Email*

Phone*

Zip*

To provide you with the best experience and most relevant content, please provide an estimate of your investable assets.*

Are you planning on hiring a financial advisor in the next 12 months?

What is or will be your primary source of retirement income?

Comments

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

Savant By the Numbers

18K+

Clients Served

1986

Year Established

70

Savant Offices*

297

Employee Member-Owners

$57.2B

Client Assets - AUM & AUA**

*Company statistics as of 6/30/2026. **Client assets refers to client assets under management (AUM) $55.7B and client assets under advisement (AUA) $1.5B.

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation.

At Savant, our advisors combine Wall Street knowledge with Main Street values to help you pursue your ideal future. And since we’re majority owned by our employees, what’s important to you is of the utmost importance to us. When you work with Savant, we believe you’ll have peace of mind knowing we’re always in your corner.