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Minimizing Taxes in Retirement

What Retirees Need to Know About Roth Conversions, IRMAA, and the Potential Cost of Doing Nothing

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Thank you for registering for our upcoming event at University of Massachusetts – Dartmouth located at 285 Old Westport Road, North Dartmouth, MA 02747. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Date & Time:

– Tuesday, July 14, 2026 at 6:00 PM

– Wednesday, July 15, 2026 at 6:00 PM

Enter the campus onto Ring Road and go left. For parking, use Parking Lot 5. Parking Lot 5 is just past the flashing yellow light on the right, approximately ½ mile past the main entrance. Follow the signs for the Marketplace & Main Auditorium building. At the MacLean Campus Center, room MCC-007 is on the first floor to the left, across from the bookstore. Please arrive at least 15 minutes early to allow time to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected] at your earliest convenience so we can accommodate other guests accordingly.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

Matthew Forbes
Forbes Retirement

© 2026 Taxes Declassified | Privacy Policy

PResented by Matthew Forbes. Forbes Retirement Advisors, LLC is a Massachusetts insurance and annuities firm. Matthew Forbes is a licensed insurance producer in the Commonwealth of Massachusetts (Producer License #22079142). The content of this website is for educational and informational purposes only and is not intended as individualized tax, legal, or investment advice. Insurance and annuity product guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Forbes Retirement Advisors, LLC is not affiliated with the Social Security Administration, the Internal Revenue Service, the Centers for Medicare & Medicaid Services, or any other government agency. Nothing presented should be construed as an endorsement or approval by any governmental agency.

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.