Retirement University
Tax-Savings Strategies In Retirement
Discover essential tax strategies and insights you can use to optimize your finances in retirement.
Course Curriculum
You have worked your whole life, and you have saved diligently.
It's time to get guidance from financial professionals so you can get back to enjoying the retirement you have worked so hard to have.
Today's Taxes in Retirement
Understand the unique challenges facing today's retirees and how they could impact each stage of your retirement.
Typical Taxes in Your Retirement
Learn about taxes on Capital Gains, Pensions, 401Ks, IRAs, Roth IRAs, and Social Security.
Taxes on Health Care Coverage
Discover how Medicare, IRMAA, and Long-Term Care could drastically impact your tax strategy.
Taxes for your Heirs
Understand the importance of estate planning, including taxes for your beneficiaries, gifting, and Qualified Charitable Distributions.
Strategies for Tax Planning
Master key strategies that could help minimize your taxes throughout retirement. Plus, learn the method we recommend at The Retirement Solution!
Get back to what matters
Discover how we at The Retirement Solution can help you worry less about your finances and enjoy more of what you love in your retirement years.
Meet your Instructor, Travis Johnson!
Travis is dedicated to putting our clients’ needs first, and he provides exceptional, tailored service for each individual who walks through our doors.
His eight years of experience in the financial industry have provided Travis with valuable knowledge and hands-on experience helping clients achieve their financial goals.
Travis' drive to educate clients and the community at large makes him a fantastic instructor for “Tax-Saving Strategies in Retirement!”
Why Travis Loves What He Does
You don't have to tackle retirement alone
Gain key insights and get the help you need so you can get back to traveling, spending time with your family, and doing the things you love.
We are a fiduciary. Your best interests come first in everything we do.
We have a team of licensed financial planners who are ready to assist you in planning for your retirement holistically.
We are not CPAs or attorneys. However, we can refer you to a network of people we trust if needed.
Learn more about us on our website!
Investment advisory services and insurance services are provided through The Retirement Solution LLC, a Registered Investment Advisor.
The general views outlined in this material are those of The Retirement Solution LLC and should not be construed as individualized or personalized investment advice. This is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial planner prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. Any economic and/or performance information cited is historical and not indicative of future results. There is no guarantee that the strategies discussed will be successful. Risk accounts are not FDIC insured, not bank guaranteed, may lose value, not insured by any Federal Government Agency and not a bank deposit.
The Retirement Solution LLC is an investment advisor registered or exempt from registration in each state The Retirement Solution LLC maintains client relationships.
The Retirement Solution LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.