FREE LIVE WEBINAR FOR PRE-RETIREES, RETIREES, AND HIGH-INCOME PROFESSIONALS
Date: July 2nd, 2026 |
Time: 7:00PM EST
The Retirement Tax Trap
How taxes on your 401(k), IRA, Social Security, and required withdrawals could reduce your retirement income, and what you can do now to build a more tax-efficient retirement strategy.
RESERVE MY SEAT!
Free educational webinar. No obligation. Designed to help you understand retirement tax risks before they become expensive.
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Does This Sound Like You?
You’ve worked hard, saved money, and built retirement assets… but now you’re wondering how much of it you’ll actually get to keep.
For decades, many Americans were told to put money into tax-deferred retirement accounts and worry about taxes later. But what happens if “later” comes during a time when taxes are higher, RMDs are required, and Social Security is also being taxed?
This is where many retirees get caught off guard.
✅ You have money in a 401(k), IRA, 403(b), TSP, or other retirement account.
✅ You’ve been told to defer taxes for decades, but now you’re wondering if that strategy could create a bigger tax bill later.
✅ You’re concerned that future tax rates may be higher than today’s rates.
✅ You’ve heard about RMDs but you’re not sure how forced withdrawals could impact your future tax bracket.
✅ You plan to rely on Social Security but didn’t realize your other income could cause part of your benefits to become taxable.
✅ You don’t want to retire and discover that every withdrawal from your retirement account creates a tax problem.
✅ You want to understand how tax diversification, Roth conversions, Social Security planning, and strategic withdrawals may help reduce unnecessary taxes in retirement.
If that sounds like you, this webinar was created to help you see the tax risks most retirees don’t notice until it’s too late.
The Retirement Problem Most People Don’t See Coming
Many people spend 30 or 40 years building retirement accounts, but very few are taught how those accounts will be taxed when they need the money.
Your 401(k) and traditional IRA may look like your money, but if those accounts were funded pre-tax, part of that money may eventually belong to the IRS. Then when you add Social Security taxation, RMDs, Medicare premium surcharges, and taxable investment income, retirement can become more expensive than many people expected.
This is the “tax trap.”
Not because retirement accounts are bad, but because many people enter retirement without a coordinated withdrawal and tax strategy.
You May Already Be Doing Many of the Right Things…
But the real question is whether your retirement assets are working together in a tax-efficient way.
✅ A 401(k) or IRA
…but do you know how future withdrawals may be taxed and how RMDs could impact your income later?.
✅ Social Security
…but do you know how your other income could cause up to 85% of your benefits to become taxable?
✅ Brokerage Accounts
…but are you coordinating capital gains, dividends, and withdrawals with your retirement income plan?
✅ Cash in the Bank
…but do you have a plan for when to use cash versus when to withdraw from taxable or tax-deferred accounts?
✅ Retirement Savings
…but have you mapped out which accounts to use first, which to delay, and which to convert before RMDs begin?
The real question is not whether you have retirement assets. The real question is whether you have a retirement tax strategy.
During This Webinar, You’ll Learn:
✅ How retirement income is taxed differently from working income.
✅ Why your 401(k) or IRA may create a larger tax problem later if there is no withdrawal strategy.
✅ How Required Minimum Distributions may force taxable income whether you need the money or not.
✅ How Social Security taxation really works and why other income can make your benefits taxable.
✅ Why Roth conversions may be helpful for some people before RMD age.
✅ How tax diversification can help create more flexibility in retirement.
✅ Why the order you withdraw from accounts can impact how long your money lasts.
✅ Strategies that may help reduce taxes, preserve income, and improve legacy planning.
This Webinar Is Especially For You If…
✅You are age 50 or older and starting to think seriously about retirement.
✅ You have at least $250,000 saved in a 401(k), IRA, 403(b), TSP, brokerage account, or other retirement assets.
✅ You are already retired and want to understand how to reduce unnecessary taxes on your income.
✅ You are a high-income earner who wants to avoid entering retirement with all your money trapped in taxable buckets.
✅ You want education before making major decisions about Roth conversions, annuities, life insurance, or retirement income planning.
MEET THE HOST
Dipo Adesina
Dipo Adesina is a Wealth and Retirement Strategist, Financial Educator, and Speaker dedicated to helping individuals, families, and high-achieving professionals better understand retirement income, tax-efficient wealth strategies, asset protection, and legacy planning.
With a community of more than one million followers across social media, Dipo is known for simplifying complex financial concepts into practical, easy-to-understand education. His work focuses on helping people move beyond simply accumulating assets and begin thinking strategically about income, taxes, protection, and generational wealth.