Free Live Class

The Retirement Tax Trap

Why two people with the same savings can end up in very different places in retirement, and the planning questions worth understanding before you decide how to draw your income.

Wednesday, 7:00 PM CST

~75 min + live Q&A

Online join from home

Why saving and drawing income are two different jobs
How withdrawal order, taxes, and timing fit together
The planning questions worth reviewing before you retire

Save Your Seat

Free · Online · Live Q&A included

Wednesday · 7:00 PM CST

Reserve your spot below, seating for the live session is limited

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What we’ll cover

An hour that could change how you think about retirement

Plain English, real examples, no jargon. Every figure shown is a hypothetical for education, the goal is understanding, not a specific recommendation.

Two different games

Why the approach that built your savings isn’t the same one that turns it into lasting income.

The order that changes everything

How the order you draw from your accounts can shape the taxes you pay, illustrated with a simple hypothetical.

Taxes, timing & Social Security

How these pieces interact, and the questions worth reviewing before you turn on income.

Market risk near retirement

Why being in the wrong position when markets move matters more now than it did at 40.

A two-retiree comparison

The same starting savings, two different sets of decisions, and why the paths can diverge over time.

Live Q&A with Alex

Bring your questions. The live version is where it clicks, and where you can ask directly.

Your presenter

Alex Alston

Alex is the Lead Advisor and Chief Compliance Officer at Rose Wealth. He focuses on the part most people were never taught: how savings become steady, lasting income once the paychecks stop.

He grew up around business, his parents built and sold their own company, so he understands what it means to work decades for something and then need to protect it. He teaches this class the way he’d want it explained to his own family: plainly, honestly, and without a pitch.

Lead Advisor, Rose Wealth Chief Compliance Officer Registered Investment Advisor · Fiduciary Assets custodied at Schwab & Fidelity

Who this class is for

Built for responsible savers near retirement

You’re within about five years on either side of retirement and want a clearer picture.

You’ve saved responsibly and want to understand how the pieces work together.

You’d rather learn in plain English than sit through jargon or a product pitch.

This class is educational and not individualized advice. It may be most relevant for people with multiple accounts or more complex planning questions.