06
May
The GreaterThan Tax Briefing - May 6th
Description
Your CPA filed what already happened. Nobody showed you what should have happened instead.That gap — between what you paid and what you actually owed — follows you for the rest of your life. And the One Big Beautiful Bill Act just made it wider.In this 25-minute educational briefing, W. Dean Burdette, Founder of Prudent Financial Services, walks you through the four tax decisions that quietly separate retirees who keep what they built from retirees who hand it back one April at a time:
- The real tax system — why a 12% bracket can turn into a 56% bite on your next dollar
- The $12,000 Senior Deduction — who qualifies, who loses it, and when it expires permanently
- The Roth Conversion window — the years before RMDs that most retirees waste and never get back
- Withdrawal sequencing — why which account you pull from first is a six-figure decision
You have more control over your tax bill than almost any other expense in retirement. The problem is no one's ever shown you how. That changes here.Reserve your seat now.
Date and Time
Wed, May 06, 2026
6:30p - 7:30p EST
Location
Online - Webinar
Note
Limited to 100 seats.