Free Webinar: Taxes in Retirement
Wednesday, October 21, 2026 · 6:30 PM CT
Can’t make it live? Get instant access to the on-demand webinar below
In 45 minutes, learn how the order you withdraw your savings, your RMDs, Roth conversions, and Medicare’s IRMAA surcharge fit together, and the mistakes that can cost retirees more than they realize.
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Built for people with most of their savings in a 401(k) or IRA
This webinar is for you if you’re within about 5 years of retirement or already retired, and any of these sound familiar:
- You’ve saved diligently in pre-tax accounts and aren’t sure how, or when, those savings will be taxed.
- You’ve heard “Roth conversion” but don’t know if it makes sense for you.
- You’re not sure which account to draw from first.
- You didn’t know Medicare premiums can go up based on your income.
Five tax decisions that shape your retirement.
These decisions — withdrawals, RMDs, Roth conversions, Medicare premiums, and Social Security — work together, not in isolation.
Withdrawal Strategy
Which accounts to draw from first (taxable, pre-tax, or Roth), and why the order can change how much you pay in taxes over your lifetime.
Required Minimum Distributions
What happens when the IRS requires withdrawals at 73 or 75, why RMDs can push you into a higher tax bracket, and what you can do about it now.
Roth Conversions
When converting may make sense, the “window” years between retirement and RMDs, and how to avoid converting too much in a single year.
IRMAA
How income from two years ago can raise your Medicare Part B and Part D premiums, and the planning moves that can help you stay below the thresholds.
Social Security and Taxes
Why up to 85% of your benefit can be taxable, and how your other income affects it.
Ready to join us?
Wednesday, October 21, 2026 · 6:30 PM CT
Can’t make it live? Get instant access to the on-demand webinar below
Reserve Your SeatWatch a quick preview.
Get a first look at the retirement income and tax strategies we’ll cover live — then save your seat below.
Friend Williams
Co-Founder & Managing Partner
Friend Williams co-founded Riverdog Wealth on a simple idea: know the person before the numbers. After years at a large financial firm where the focus was on products instead of people, he set out to build a practice where advisors actually sit down, listen, and explain things in plain English. He works with families nationwide and leads the firm from its Nashville office.
