Time Stamps:
- 0:00-03:01 - Introduction & agenda
- 03:02-06:28 - Retirement vs. the working years
- 06:29-08:56 - Tax treatment of the typical retirement income building blocks
- 08:57-18:15 - Key factors that determine YOUR retirement tax bill
- 18:16-20:54 - How to proactively plan for taxes in retirement
- 20:55-24:10 - What can you do to feel more confident?
- 24:11-28:52 - Q&A
Resources:
- Free Retirement Timeline (referenced in the video)
On-Demand Webinar:
What Internet Searches (And Your Friends) Aren't Telling You About Taxes in Retirement
Road to Retirement Webinar Series, Part 2
What You Will Learn:
In Part 2 of the Road to Retirement Webinar series, we’ll discuss what internet searches and your friends leave out when they provide retirement planning advice, like:
- How your tax situation will differ from your working years
- Tax treatment of typical retirement income building blocks
- Key factors that will determine your retirement tax bill
- How to proactively plan for taxes in retirement
If you have any questions or are interested in talking to a financial advisor about taking action steps discussed in this webinar, please contact us at info@burneywealth.com.

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Our retirement planning checklist covers five important areas:
- Generating Retirement Income
- Investing in Retirement
- Taxes and Cash Flow
- Health Care and Insurance Planning
- Estate Planning
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