Avoiding
Retirement Tax Traps
How to Spot the Hidden Tax Surprises That Catch Retirees Off Guard
A complimentary educational webinar with Will Young for pre-retirees who want clarity and control — before retirement decisions are locked in.
👉 Most retirement tax problems aren’t caused by bad investments… they’re caused by surprises no one warned you about.
Live Online January 14th
At 6 PM ET
Escape the Retirement Tax Trap
How to lower lifetime taxes and keep more of what you’ve earned—starting now.
Discover how small tax decisions today can create thousands in long-term savings tomorrow.
Live Online January 14th
At 6 PM EST
The Problem No One Talks About Until It’s Too Late
Most people spend decades saving for retirement.
Very few are ever shown how retirement income is actually taxed — or how easily taxes can disrupt even a well-funded plan.
What catches retirees off guard isn’t one big mistake.
It’s a series of small, hidden tax traps, such as:
Income can be taxed differently depending on where it comes from
Required distributions can create unexpected tax spikes
Social Security and Medicare interacting with taxable income
Decisions made years earlier quietly limiting flexibility later
By the time many people realize what’s happening, their options are limited.
This session exists to help you see those traps before you step into them.
What Is a “Retirement Tax Trap”?
A retirement tax trap isn’t a loophole or a gimmick.
It’s an unintended consequence — often created by:
Timing decisions
Income source mix
Lack of tax diversification
Rules that only apply later in life
They’re called “traps” because they don’t look like problems at first…
until withdrawals begin and taxes show up in unexpected ways.
Date: January 14th
Time: 6:00 PM Eastern | 3:00 PM Pacific
Duration: 1 Hour
What You’ll Learn in This Educational Session
This is an education-first webinar designed to help you understand the landscape.
During the session, Will Young will walk through:
Common retirement tax traps that surprise retirees
How retirement income is typically taxed — and why it matters
The key pre-retirement decisions that influence future taxes
Why “how much you saved” isn’t the same as “how much you keep”
How tax diversification can create flexibility in retirement
No pressure.
Just clear explanations of things most people aren’t taught.
The Tax Control Triangle
One of the most eye-opening parts of the session is understanding how retirement income generally falls into three categories:
Tax-Deferred
Taxable
Tax-Free
Will explains how relying too heavily on any one category can:
Reduce flexibility
Increase exposure to future tax changes
Create avoidable surprises later in retirement
This framework helps make complex tax topics easier to understand even if you don’t consider yourself “financial.”
Meet Your Presenter: WiLL R. Young, CFP®
Behavioral Wealth Architect & Retirement Tax Educator
WiLL R. Young is a distinguished financial expert who blends behavioral psychology, Stoic philosophy, and rigorous financial analysis to help people make smarter decisions — especially when it matters most.
His approach isn’t about sophisticated products or sales tactics — it’s about understanding human decision-making, avoiding costly emotional mistakes, and preparing for real-world financial outcomes.
Will’s work in financial forecasting has outperformed many leading economists and market models in the prestigious Good Judgment Project, demonstrating his ability to see around the corner and anticipate trends with clarity.
He applies the same insights to retirement planning:
“You can’t control the market or taxes — but you can control how you prepare for them.”
Will’s philosophy combines:
Behavioral insights that reduce emotional mistakes
Tax awareness that minimizes hidden retirement surprises
Planning frameworks that put you in control of your financial future
Why This Matters for You
Will doesn’t just teach concepts — he translates them into practical frameworks that everyday people can use. His unique blend of psychology and financial experience makes complex topics like retirement taxes understandable, actionable, and relevant.
This session reflects his focus on clarity and preparation, helping you identify and avoid the tax traps most people discover too late.
Who This Is For
This session is ideal if you:
Are approaching retirement (within 5-10 years) and want fewer surprises
Have accumulated retirement savings but want more control
Want to understand the tax side of retirement clearly
Are concerned about rising taxes and future uncertainty
But in this training, you’ll learn a different approach—
one centered on proactive tax planning, smart timing, and strategies designed to give you more control over how you take retirement income.
Reserve Your Spot
If you want to avoid hidden tax surprises in retirement, the first step is understanding where they come from.
We're excited to have you join us for this transformative journey!
See you then, our virtual event!
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