Speaker: Ted Schumann II, MBA, MSF, CFP^®, AIF^®

Tax planning for dentists is a lifelong process, but retirement brings new challenges and opportunities. This session explores the tax realities retirees face and provides strategies to minimize taxes while maximizing spending. Participants will learn how to manage Required Minimum Distributions, leverage the “Senior Bonus Deduction” from the One Big Beautiful Bill, and take proactive steps before retirement to protect their nest egg. Practical insights will help dentists preserve resources, reduce tax drag, and enjoy financial confidence throughout retirement.

Learning objectives:

• Understand the key variables affecting income taxes in retirement.
• Learn strategies for managing Required Minimum Distributions and long-term tax planning.
• Apply pre-retirement steps and deductions to maximize retirement resources.

Register now