How To Minimize Taxes On Your Retirement Income

An online workshop on how you could pay fewer taxes in retirement.

How to Minimize Taxes on Your Retirement Income

Wednesday, April 10th at 6:30 PM

Register today even if you can’t attend at the scheduled time as we will send out a replay of the workshop! You can watch the online workshop from your computer or mobile device.

We will discuss the following:


Discover how to pay the absolute minimum in taxes when taking your Required Minimum Distributions (RMDs).

Social Security

Did you know up to 85% of you Social Security benefits can be taxable? Increase your cash flow with effective filing strategies.


Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. We’ll explain them in detail.

Income Distribution

Knowing when and how to withdraw from the right accounts will keep you out of the red zone later in your retirement.

Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Reserve your spot Today!

Why we created this online workshop

Our holistic financial advisors are highly skilled at crafting tax-efficient plans for those approaching retirement, and we are dedicated to involving clients every step of the way to be fully empowered in their financial futures.

We’re ready to show you — so take the first step toward enjoying tax-smart Golden Years!

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. Intelliplan Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance Services offered through Intelliplan Financial are not affiliated with PCA. Information and strategies from this presentation should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website ( For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.