6 Tax Minimization Strategies for Pre-Retirees to Know in 2026
Many Wisconsin pre-retirees are surprised to find their tax bill goes up in retirement, not down. RMDs, Social Security, and investment income stack up fast, and most of the strategies to lower them have to be in place before you retire. This webinar covers 6 tax minimization strategies worth evaluating now, including how organizing your income today may lower your ACA premiums before Medicare begins.
Tuesday, June 9 | 12 PM or 7 PM
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People Helped Pursue Retirement
Years of Experience
Forbes Best-In-State Awards
Forbes Top Registered Investment Advisory Firm
Topics We'll Cover
Learn what to do before you retire to keep more of what you have saved.
Your Three Investment Buckets
Tax-Deferred, Tax-Free, and Non-Qualified accounts are each taxed differently. How you draw from them in retirement determines your effective rate. Learn how to organize your buckets now to reduce what you owe later.
Strategies to Move Money Into Tax-Free Accounts
Roth conversions, the Two Pocket Exchange, and charitable stacking can all shift taxable dollars into more tax-efficient accounts. Learn which strategies still apply to your situation and when to act on them.
Your ACA Premiums Before Medicare
Going just $1 over the income threshold may increase your annual ACA premiums by more than $31,000. Learn what the cliff looks like in Wisconsin and how income organization now may help you stay below it before Medicare begins.
Meet Your Speaker
Learn from a Forbes Best-In-State Wealth Advisor
Ty Bernicke, CFP® | President & CEO
Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or cited in The Wall Street Journal, Forbes, The New York Times, and Futures Magazine, among other national publications.
Ty Bernicke is a paying member of the Forbes Finance Council, which provides the opportunity to contribute articles to Forbes.