Navigating Taxes in Retirement:
New Laws, Key Considerations,
and Strategic Planning
Announcements:
- The Personal Finance SIG will meet (virtually) on Wednesday the 21st followed by the Options SIG on Saturday, October 24th. See the SIGs web page for details on all SIG meetings.
Presentation Summary:
Think taxes are boring? JT Stilley says he actually gets excited talking about money saving tax strategies! Join us Saturday morning.
Tax planning is constantly evolving and brings new laws, thresholds, and planning opportunities that can significantly impact your retirement income and long-term financial picture. Understanding how different income sources, account types, deductions, investment decisions, and life events affect your tax situation can play an important role in improving long-term financial flexibility and helping you keep more of what you earn.
This educational session will discuss practical tax planning concepts and strategies designed to help retirees and pre-retirees make more informed financial decisions in today’s tax environment.
What you will learn:
- How taxes impact retirement income and why proactive planning matters throughout retirement.
- How different accounts and assets are taxed and how to coordinate “tax buckets” for greater long-term tax efficiency.
- Key tax rules, thresholds, and planning considerations affecting retirees and pre-retirees today.
- Common tax surprises involving Social Security, Medicare premiums, Required Minimum Distributions (RMDs), capital gains, and other retirement income sources.
- Why major life events and financial decisions often create new tax planning risks and opportunities.
Meeting Details:
Date: Saturday, November 14th, 2026
Time: 10:00 a.m. ET (Zoom webinar will open around 9:30)
Location: Zoom webinar only
Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account. Then, please register with Zoom so you can receive reminders one and 24 hours before the meeting.
Cost: $10 electronic payment (webinar); $5 for students (email president@aaiirtp.org by Nov. 13 for webinar access)
Before attending in person, please read: the AAII Protocol for In-Person Meetings
If you feel sick, please join us virtually.
About Our Speaker
J.T. Stilley is a Partner and Co-Founder of TrustStone Wealth Partners, an independent wealth management and financial planning firm based in Chapel Hill, NC. J.T. specializes in retirement income planning, tax-efficient distribution strategies, investment management, and comprehensive financial planning for individuals and families nearing or in retirement.
As a CERTIFIED FINANCIAL PLANNER® professional with more than 12 years of experience in the financial services industry, he frequently speaks on topics including retirement income planning, Social Security strategies, tax planning, portfolio construction, and long-term financial decision-making. His approach focuses on helping clients align their financial resources with their long-term lifestyle goals through thoughtful, personalized planning.
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