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Wellesley|Local Event

Preparing for taxes in retirement

Preparing for taxes in retirement

Event Details

Complimentary Online Presentation
More info here

Preparing for taxes in retirement

February 18, 2026 - 1:00 PM EST

During this presentation Sam Grosso, Associate Financial Advisor at R. Miller & Associates, will discuss three important areas of tax planning for retirement.  

He’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.

Presented by: Sam Grosso, Associate Financial Advisor - R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

Hosted by: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC

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