Broker Check
24 March
Common Retirement Tax Misconceptions and Strategies to Fix Them


Join us on Thursday, March 24th from 3-4pm as we cover an area that everyone thinking about, nearing, or currently enjoying, retirement should pay attention to: taxes. Taxes are one of the largest erosions of your accumulated wealth. By having a better understanding around the way income is taxed in retirement, it opens the door for a multitude of planning strategies that can add to your wealth for your own enjoyment, or to pass down to your future heirs. Topics we will cover include:

  • Taxation of social security
  • Medicare costs and your income
  • How your various accounts are taxed – IRA’s, Roth IRAs, pensions, annuities, and taxable accounts
  • Strategies for taking income from each of these types of accounts
  • Roth conversions
  • Required minimum distributions
  • Tax efficient charitable intentions
  • Common missed deductions in retirement

 And more!

This webinar is open and complimentary to all who are interested in this topic. If you feel someone in your circle, or one of your clients, would benefit from this information, please feel free to pass this information along.

About the presenter:

Kelsey Ponesse, CPA, is the Wealth Planning Advisor at Marshall & Sterling Wealth Advisors. At MSWA, she focuses on advanced planning topics for clients such as retirement planning, distribution planning, tax planning, social security, estate planning, investment management, and risk mitigation, and pulls these complex topics all together into a simplified, practical financial plan.  She stresses that financial plans start with what is important to her clients, and the numbers will follow.  This makes every financial plan custom and individualized.  Kelsey has a passion for working with women as she believes that women have unique financial needs of their own that need to be a center of a financial plan, and at times these can be overlooked.  

Kelsey holders her Certified Public Accountant license, as well as an MBA and BS in Accounting from Alfred University.  She holds her Series 7 with LPL Financial and Series 66 with LPL Financial & Marshall & Sterling Wealth Advisors, as well as NY Life Insurance license. 

Securities offered through LPL Financial, Member FINRA/SIPCInvestment Advice offered through Marshall & Sterling Wealth Advisors, a Registered Investment Advisor. Marshall & Sterling Wealth Advisors and Marshall & Sterling Wealth Management are separate entities from LPL financial.

Date and Time

Thu, Mar 24, 2022

3:00p - 4:00p EST


Zoom Webinar Meeting


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