Income Planning and Managing Taxes in Retirement

Join us for a timely and informative conversation on one of the most important aspects of retirement success: turning your savings into income—while managing taxes along the way.

Hosted by Kevin King of WealthCrossing, this session will features Jonathan Bailey, who will walk through strategies to help you:

  • Build a sustainable income stream during retirement
  • Reduce the risk of outliving your money
  • Minimize your tax burden over time
  • Understand key withdrawal rules and timing strategies

Whether you’re nearing retirement or already there, this webinar will provide practical tools to help you make smarter decisions with your money.

Webinar Speakers

Jonathan Bailey, CPA, CFP®, Partner and Advisor

Jonathan Bailey, CPA, CFP®

Partner and Financial Advisor
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