Retirement Readiness: Taxes in Retirement Wednesday May 20, 2026 1:00pm – 2:00pm Clemens Center Upper Lobby To facilitate the discussion, workshop participation is limited to the first 30 people to register. Share: This event is free, and we encourage our neighbors, friends, and loved ones to participate. Secure your spot by registering. Questions? Please contact: Craig Bond CraigB@clemenscenter.org boxoffice@clemenscenter.org Visitor Information> The Clemens Center and John G. Ullman & Associates present Taxes in Retirement: Planning Strategies for Income, Withdrawals & Long-Term Efficiency Retirement planning involves more than saving and investing. Taxes can play an important role in how retirement income is generated, how withdrawals are structured, and how long retirement savings may last. Join us for an educational presentation designed to help you better understand the tax considerations that may affect retirement income and long-term financial planning decisions. This session is part of the Retirement Roadmap Financial Education Series, a collection of educational programs designed to help individuals navigate key financial decisions as they approach and move through retirement. Presented By: Jason Nickerson, CFP®, EA President & Chief Operating Officer Amber Gee, CFP® Senior Associate Advisor What You’ll Learn During this presentation, we will explore key tax considerations that may affect retirement planning, including: How different retirement income sources may be taxed How withdrawals from retirement accounts can affect overall tax exposure Key rules surrounding Social Security, Required Minimum Distributions, and Medicare premiums Planning strategies that may help improve long-term tax efficiency in retirement Who Should Attend This presentation may be valuable for individuals who: Are approaching retirement within the next 5–10 years Have recently retired and are beginning to draw retirement income Want to better understand how taxes may affect retirement withdrawals Are interested in strategies that may help manage taxes in retirement Dates/times/programs are subject to change. Questions? Please contact: Craig Bond CraigB@clemenscenter.org boxoffice@clemenscenter.org Visitor Information> Ticket prices vary for each performance and are either Reserved or General Admission seating. For patrons with special needs, please inquire about services when placing your order. The Clemens Center Box Office and ClemensCenter.org are the only OFFICIAL and AUTHORIZED sellers of Clemens Center event tickets. Tickets purchased from other sources may be 1) more expensive 2) invalid and 3) ineligible for assistance. The Clemens Center is not responsible for tickets purchased from other sources.
Located in the central Southern Tier of New York State, the Clemens Center is the region's premier performing arts center!
