Planning Playbook Seminar: Planning for Tax-Efficient Withdrawals & Roth Conversions
When: Thursday, September 24
Where: Journey Financial
121 E Lincoln Way, Jefferson, IA 50129
Time: 10:00 am or 5:00 pm
our retirement income strategy is about more than simply knowing how much you can spend. Where your income comes from, and when, can have a meaningful impact on your taxes and your overall retirement plan. Date: Thursday, September 24, 2026 Location: 121 E Lincoln Way, Jefferson, Iowa 50129 or via Zoom Time: 10:00 A.M. or 5:00 P.M. (choose what works best for you)
During this seminar, Tim and Max will explore how thoughtful tax planning can help you make the most of your retirement savings, including:
How to coordinate withdrawals from different retirement accounts
How Roth conversions work and when they may make sense
How lower-income years can create valuable tax-planning opportunities
Strategies for managing taxable income throughout retirement
Whether retirement is just around the corner or you’re already enjoying it, understanding your options can help you make more informed decisions about your financial future.
RSVP by September 22nd by calling (515) 386-2570, emailing events@journeyfinancialllc.com or on the Events page on our website. Feel free to share this invitation with colleagues, friends, or family who could benefit.