The workshop will provide insights into various tax-efficient retirement strategies. This includes exploring different retirement accounts, such as traditional IRAs, Roth IRAs, 401(k)s, and understanding how contributions, withdrawals, and distributions are taxed. Participants will learn about optimizing their retirement savings to minimize taxes and maximize their after-tax income during retirement.

The workshop will delve into the realm of deductions and credits that can help reduce tax liabilities during retirement. Participants will learn about various deductions and credits available specifically for retirees, such as medical expense deductions, property tax deductions, and the Retirement Savings Contributions Credit (Saver's Credit). Understanding these deductions and credits can lead to significant tax savings and increased retirement income.

The workshop will focus on the concept of asset location, which involves strategically placing investments in different types of accounts to optimize tax efficiency. Participants will learn about the benefits of allocating certain investments in tax-advantaged accounts, such as placing tax-inefficient investments in tax-deferred accounts and tax-efficient investments in taxable accounts. Proper asset location can help minimize the tax impact on investment returns and enhance overall after-tax wealth.