- On-Demand Webinar
Tax Minimization Strategies for Pre-Retirees to Know Before 2026
Discover essential tax strategies that can help you bridge the gap in your retirement planning by mastering tax brackets and deductions, learning smart investment placement, and managing health insurance costs before Medicare. Build your confidence to make informed decisions as you approach 2026.
Featured Speaker
Ty Bernicke, CFP®, President & CEO
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People Helped Pursue Retirement
Years of Experience
*Forbes Best-In-State Awards
*Forbes Top Registered Investment Advisory Firm
Whether You're Retiring Soon or Planning Ahead, You'll Learn:
- The role of tax buckets in retirement planning and how mismanagement can increase your tax burden.
- How Roth IRA conversions and asset placement strategies relate to managing tax liabilities over time.
- The impact of modified adjusted gross income on ACA premiums and health insurance costs before Medicare eligibility.
Who This Webinar Is Designed For:
- Pre-retirees who are within five years of retiring before age 65 with at least $500,000 in investable assets.
- Those wanting to understand how income sources affect ACA premiums and tax credits before Medicare.
- Individuals seeking ways to organize retirement accounts and income for tax efficiency and flexibility pre-Medicare.
About Ty Bernicke, CFP®, President & CEO
- Forbes Best-In-State Wealth Advisor (2018–2025)
- Featured in Forbes, The Wall Street Journal, and The New York Times
- Under Ty's leadership, Bernicke Wealth Management was named as a Forbes Top RIA Firm in 2023.
About Us
Bernicke Wealth Management is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. Our financial advisors provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment management, retirement planning, estate planning, and tax minimization.
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Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Bernicke Wealth Management are unaffiliated entities. Bernicke Wealth Management and Private Client Services do not offer legal or tax advice. Always consult a legal or tax professional regarding your specific situation.
Our Advisors are Securities Registered in the following states: AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MN, MS, MT, NC, ND, NM, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI, WV, WY
Our Advisors offer advisory products and services in the following states: AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, ND, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV, WY
