North Dartmouth Taxes & Retirement July 2026 ARE-20611

Informational Seminar at University of Massachusetts - Dartmouth in North Dartmouth, MA

Minimizing Taxes in Retirement

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

Event Details

University of Massachusetts – Dartmouth
285 Old Westport Road
North Dartmouth, MA 02747

Event Options:

– Tuesday, July 14, 2026 at 6:00 PM

– Wednesday, July 15, 2026 at 6:00 PM

Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at University of Massachusetts – Dartmouth. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

What’s new and changing for taxes and Social Security in 2026.
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may disrupt your retirement plans and how you may be able to avoid them.
And much more!

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!

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How you may be able to create a customized retirement income & tax strategy.

These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Matthew Forbes, Forbes Retirement

I specialize in helping individuals and couples approaching or in retirement navigate this critical financial transition with confidence. My path to retirement planning started with a personal experience: helping my own family prepare for retirement. That experience revealed both the complexity of retirement decisions and the profound impact that clear, thoughtful guidance can have. I also serve as CFO of a country club. The rest of my time goes here — to Forbes Retirement, helping individuals and couples plan a retirement they’re confident in. My mission is simple: help you maximize your retirement income, minimize your tax burden, and create a sustainable plan that lets you enjoy the retirement you’ve earned.

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.

*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. 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.