This Courtside Conversation focuses on one of the most important financial windows in retirement — the years just before and just after you stop working.

Held after morning play at Pickle & Pint, this session will explore why many retirees pay more in taxes than expected, how the years between retirement and required distributions can create planning opportunities, and when strategies like Roth conversions may — or may not — make sense.

The discussion is designed for active adults who want to better understand how income timing can affect long-term taxes.

This is an educational event. No products will be presented or offered.