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Taxes in Retirement WEBINAR

Wednesday, April 30, 2025 | 6:30-7:30 p.m. Eastern


Reserve My Place!

Your retirement should be spent enjoying life, not worrying about taxes. But without tax-smart strategies in place to help safeguard your cash flow, the future you worked hard to save for could easily be jeopardized.

At Retirement Matters, we believe cash flow is the heartbeat of retirement. In other words, a steady income is essential to being able to live the life you want.

Join my free webinar and discover ways to protect the income you’ll need for life. Learn how to:

  • Avoid overpaying in taxes when rolling over retirement accounts
  • Manage and time Required Minimum Distributions (RMDs) to avoid tax penalties and sequence of returns risk
  • Implement tax-smart strategies using pre-tax, post-tax, and tax-advantaged accounts to potentially help you save more

It’s time to take control of your taxes and discover ways to help secure your cash flow for as long as you’ll need it. Claim your spot now and take a positive step to a financially healthier future!

Save My Spot!
About your presenter:

About your presenter:

Charlie Ehrenfried is the Owner and Wealth Management Advisor of Retirement Matters, dedicated to helping clients maximize their income in retirement while navigating the associated risks. 

A CERTIFIED FINANCIAL PLANNER™ with over fifteen years of experience in the field, Charlie holds several designations through the American College of Financial Services, including Chartered Life Underwriter®, Chartered Financial Consultant®, Retirement Income Certified Professional® and Chartered Advisor in Senior Living®. He is also a Bucket Plan Certified® (BPC) Advisor and is the president of the Southwestern Ohio chapter of the American Financial Alliance (AFEA).