Supercharged Retirement: Tax Tactics to Maximize Savings

Sessions are free and open to all adults, and will take place April 24 at 10:30AM and 3PM at Defiance Public Library.

Join Certified Financial Planner Jacob Black, CFP®, of Blue Jay Financial Group for an informative session focused on tax planning strategies designed to help you get the most out of your retirement. With taxes being one of the biggest expenses in retirement, it’s more important than ever to understand how to keep more of what you’ve earned.

In this session, Jacob will walk you through the basics of how retirement income is taxed and explore tax-saving opportunities you may not be taking advantage of. From Roth conversions and tax-efficient withdrawals to giving strategies and long-term planning tips, you’ll leave with practical ideas to help reduce your tax burden—now and in the future.

Whether you’re already retired or still preparing for it, this workshop will help you approach retirement with a supercharged tax strategy that aligns with your financial goals.