The 3 Retirement Tax Traps That Can Cut Your Income by 40%

The free live webinar that shows you exactly which tax decisions are quietly reducing your retirement paycheck — and what to do about it before it's too late to redesign.

Register For The Webinar

Tue, Nov 4th 6pm

About The Webinar

You saved diligently. You did everything you were told to do. But the tax rules around retirement income are different from anything you dealt with during your working years — and most people don't find out until they're already paying thousands more than they should be. This webinar is about the three traps that hit the hardest, why they're invisible until they're not, and how to protect the paycheck you've spent decades building.

During this webinar you will discover:

Why your 401(k) balance isn't entirely yours — and how much of it the IRS is quietly holding a claim on
The 3 tax traps that cost most retirees $8,000–$12,000 more per year than they ever planned forBullet List 3
Why the window between retirement and age 73 may be the most powerful tax planning opportunity you'll ever have — and how most people let it close without using it
How one poorly-timed withdrawal can trigger a Medicare premium surcharge that follows you for two full years
The coordination framework Eric uses with every client to build a retirement paycheck that's designed around the tax picture — not surprised by it

About Eric

Eric Gaddy has been a fiduciary retirement advisor for over 33 years, helping families navigate the transition from saving money to living off it. He's the author of Retire Early: What Are You Waiting For? and has spent his career designing retirement income systems that are tax-aware, market-resilient, and built to last — no matter what the rules do next.

Reserve Your Spot

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Registration is FREE for this live online event — but seats are limited to keep it personal.

When?

One Day Only!

Tue, Nov 4th 6pm

Where?

Join us from the comfort of your couch.

View on your computer, tablet, or phone!

The Tax Decisions Nobody Warned You About

You've Built Something Worth Protecting. Let's Make Sure the Tax Architecture Is as Solid as the Savings.

This is a 45-minute live session — no fluff, no sales pitch, no 500- person Zoom where nobody gets answers. Just a real, practical framework from a fiduciary retirement advisor with 33 years of experience — built around the tax realities that quietly reshape retirement income every single month.

How to Stop Losing Money to Taxes You Never Planned For

Most retirees pull from whatever account has the most money, never look at how their income sources interact for tax purposes, and get surprised every spring. That's not a plan — that's default. And default almost always costs more than design.

Eric will walk you through the exact coordination framework he uses with every client — showing you how withdrawal sequencing, Roth positioning, and income timing work together to reduce your lifetime tax burden without touching the income you depend on.