You're invited!

Controlling Taxes in Retirement: Strategies to Help Protect and Grow Your Wealth

Join your local host online on Tuesday, April 8, Thursday, April 10 or Saturday, April 12 for a timely and informative tax minimization and retirement income planning webinar. During this event, we’ll discuss:

  • The Importance of Tax Minimization Planning in Retirement: How a tax strategy could help maximize your retirement income.
  • Common Tax Risks in Retirement: Identifying challenges such as taxable income reliance, RMDs, and Social Security taxes.
  • Tax Diversification Strategies: Exploring the "Three Tax Buckets" to help balance taxable, tax-deferred, and tax-free accounts.
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Virtual seating is limited. This is a no-cost, no-obligation event.

Join the thousands who have attended Taxes Declassified's nationwide events and walk away with newfound confidence and actionable retirement strategies.*

Event Details

Location

Online

Date & Time

– Tuesday, April 8 at 7:00 p.m. PDT

– Thursday, April 10 at 7:00 p.m. PDT

– Saturday, April 12 at 10:00 a.m. PDT

Registration Closes In:

Days
Hours
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CLICK HERE TO RSVP & PROTECT YOUR FINANCIAL FUTURE

There's no better time to reevaluate your tax minimization and retirement income plan to help ensure you won't outlive your money. At this webinar, we'll discuss:

  • Roth IRA Conversions: Benefits and potential consequences of converting to a Roth IRA.
  • Managing Required Minimum Distributions (RMDs): Strategies to potentially reduce taxes on mandatory withdrawals.
  • Impact of Stealth Taxes: Costs like capital gains, inheritance, and state taxes that can affect retirement.
  • Inflation: Strategies to help protect purchasing power against rising costs.
  • Leveraging Tax Deferral: Ways to help maximize investments with tax-deferral benefits.
  • Using Life Insurance for Tax Efficiency: Opportunities to provide protection for beneficiaries and receive tax-free income in retirement.
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Why Attend?

01

Preparedness

People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.

02

Preservation

Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.

03

Confidence

Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.

Protect your financial future.

Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…

Tax-Efficient Retirement
Income

Discover ways to help reduce your tax burden and keep more of your hard-earned money.

Investment Strategies for Volatile Markets

Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.

Proactive Social Security Strategies

Learn ways to help maximize your benefits and ensure you get the most out of your contributions.

Longevity & Legacy
Planning

Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.

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Your Presenter

Joseph Mignogna | Founder of Standard & First
With over 35 years of experience in the financial sector, Joe Mignogna has encountered a large number of retirement situations, each presenting unique challenges. Throughout his career, Joe has become aware of the risks associated with market volatility and taxation and how these factors can be damaging to an individual’s savings.

“Avoiding potential pitfalls is not just about strategies,” Joe emphasizes. “It’s first and foremost about helping clients understand effective options within the tax code while helping them keep more of their assets.” He believes in helping clients have more than enough for their financial needs and, when desired, to provide a legacy they might wish to leave for their children and grandchildren.

Joe’s belief is that client relationships must be built on dedication. Dedication shows commitment to long-term, compassionate relationships that help clients understand the goals, concerns, and emotions that they have about their retirement assets and income.
With clients in multiple states nationwide, his guiding principle is straightforward: treat others as you would like to be treated.

In a constantly evolving financial and retirement income landscape, Joe is dedicated to staying informed. He keeps current with the latest IRS regulations and financial guidelines, helping to ensure that his clients receive well-informed guidance.

Standard & First is proud to be affiliated with Taxes Declassified. This partnership allows us to offer you enhanced services by leveraging its resources and industry expertise to help ensure clients are guided toward financial well-being with confidence and precision.

Holding a BA in psychology with a minor in debate, Joe uses his background and decades of helping people to facilitate meaningful discussions that uncover each client’s unique needs. When he’s not busy developing strategies for the future, he enjoys spending time with his family.

CA License #0626863

Frequently Asked Questions

What is Taxes Declassified?

Taxes Declassified is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.

Who is this event for?

Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

© 2025 Taxes Declassified | Privacy Policy

CA License #0626863 | Standard & First offers insurance products and services. Standard & First and Taxes Declassified are unaffiliated companies. Licensed Insurance Professional.

*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.