{"id":14028,"date":"2026-04-17T10:07:30","date_gmt":"2026-04-17T14:07:30","guid":{"rendered":"https:\/\/jgua.com\/?post_type=upcoming-event&#038;p=14028"},"modified":"2026-04-17T10:07:31","modified_gmt":"2026-04-17T14:07:31","slug":"tax-efficient-retirement-rhinebeck-ny-june-2026","status":"publish","type":"upcoming-event","link":"https:\/\/jgua.com\/upcoming-event\/tax-efficient-retirement-rhinebeck-ny-june-2026\/","title":{"rendered":"A Tax-Efficient Retirement: Minimizing Taxes, Maximizing Income"},"content":{"rendered":"\n<p>Planning for retirement involves more than simply building wealth\u2014it also requires a clear understanding of how taxes may impact your income over time. Even small inefficiencies can add up, potentially reducing how much of your savings you ultimately keep.<\/p>\n\n\n\n<p>Join us for an in-person presentation designed to help retirees and pre-retirees better understand the tax landscape in retirement and explore strategies that may help improve long-term financial outcomes.<\/p>\n\n\n\n<p>During this session, we will discuss how different sources of retirement income are taxed, key considerations under current tax laws, and planning strategies that may help create greater tax efficiency throughout retirement.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Event Details<\/strong><br><strong>Location:<\/strong> The RhineCellar (47 E Market St #2, Rhinebeck, NY 12572)<br><strong>Date:<\/strong> Wednesday, June 10, 2026<br><strong>Time:<\/strong> 5:30 p.m.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>What We\u2019ll Discuss<\/strong><br>This presentation will cover several important tax considerations that can play a role in retirement planning, including:<\/p>\n\n\n\n<p>\u2022 Why taxes matter in retirement planning<br>\u2022 How common sources of retirement income are taxed<br>\u2022 The impact of Social Security, Required Minimum Distributions (RMDs), and Medicare premiums<br>\u2022 Key differences between standard and itemized deductions<br>\u2022 Capital gains and investment income considerations<br>\u2022 New York State tax considerations for retirees<br>\u2022 Strategies that may help improve tax efficiency and avoid common planning oversights<\/p>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Who Should Attend<\/strong><br>This session may be helpful for:<\/p>\n\n\n\n<p>\u2022 Individuals approaching retirement<br>\u2022 Retirees looking to better understand how taxes affect income<br>\u2022 Investors seeking to improve tax efficiency in retirement<br>\u2022 Individuals interested in staying informed on current tax laws and planning strategies<\/p>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Featured Presenters<\/strong><br><strong>Andrew Baron, CFP\u00ae, EA<\/strong><br>Advisor | Rhinebeck Branch Manager<\/p>\n\n\n\n<p><strong>Derek Doyle<\/strong><br>Associate Advisor<\/p>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Why Attend<\/strong><br>Taxes can play a significant role in retirement\u2014impacting everything from annual income to long-term wealth preservation. Understanding how different income sources and strategies interact with the tax system can help you make more informed decisions and better prepare for the future.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><\/p>\n\n\n\n<p><strong>Reserve Your Spot<\/strong><br>Space for this event may be limited. Register today to attend this in-person session and gain valuable insights into building a more tax-efficient retirement strategy.<\/p>\n\n\n\n<p>*By completing this registration form, you agree to receive future emails from John G. Ullman &amp; Associates, Inc. and its employees.<\/p>\n\n\n<script>\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 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