The 2026 Tax Code Is Quietly Taking
Thousands From NC Retirees.
Join a free 90-minute workshop, learn exactly how the new tax brackets impact your retirement income, and what you can do about it.
Most North Carolinians Retire Into a Higher Tax Burden Than They Expect
You spent decades saving. But the tax code doesn't reward savers in retirement — it punishes them. Here's what most people don't find out until it's too late:
of your Social Security can be taxed — most retirees don't find out until they file
in extra Medicare surcharges over a 20-year retirement — triggered by one wrong IRA withdrawal that pushed you into a higher IRMAA bracket
is what most financial plans allocate to tax-efficiency strategy — the most expensive blind spot in retirement
Every year you don't have a tax-aware withdrawal strategy, you're handing the IRS money that could stay in your account. This workshop shows you exactly where the leaks are.
Ready to find out what you're overpaying? 90 minutes could save you thousands every year.
Reserve My Free Seat →Six Tax Blind Spots That Could Be
Costing You Thousands Every Year
This isn't a textbook overview. Every topic is tied to a specific dollar impact — so you'll leave knowing exactly what to look at in your own plan.
The "Lower Bracket" Myth
Why you probably won't be in a lower tax bracket in retirement — and how the 2026 bracket changes make this even worse for households above $250K.
The Social Security Tax Trap
How provisional income quietly pushes 85% of your benefits into taxable territory — and the withdrawal order that prevents it.
The RMD Forced Withdrawal
Your IRA will force you to withdraw — and pay taxes — on a schedule the IRS sets, not you. Most people don't plan for this and get blindsided at 73.
The Medicare Income Cliff
Cross one IRMAA threshold and your Medicare premiums can jump by over $5,800 per year — compounding to six figures over your retirement. And it's based on income from two years ago.
The Capital Gains Stack
Your investment gains don't exist in a vacuum — they stack on top of every other income source. We'll show you the 2026 brackets and where the breaks are.
The 2026 Tax Tools Most Advisors Skip
Roth conversions, qualified charitable distributions, the new $40K SALT cap, and a brand-new $6,000 senior deduction. We'll cover what's available and when to use each one.
That's six blind spots most advisors never mention. We cover all of them — with the actual 2026 numbers — in 90 minutes.
Reserve My Free Seat →Real NC Retirees. Real Discoveries.
"I had no idea one IRA withdrawal would push us into a higher IRMAA bracket and cost us $5,800/year in extra Medicare premiums. This workshop paid for itself 100x over."
"I'd been with my advisor for 12 years and he never once talked about Roth conversions in the right sequence. I walked away with a strategy that saves us roughly $9,000 a year."
"I was skeptical it was a sales pitch in disguise — it wasn't. Zero products pushed, just a clear breakdown of the 2026 changes and what to do. The workbook alone is worth attending."
This Was Built for a Specific Person
✓ This is for you if…
- You have $250,000 or more in retirement savings (IRA, 401k, brokerage, or a combination)
- You're within 10 years of retirement — or already retired
- You suspect you're paying more in taxes than you need to but aren't sure where the leaks are
- You want to understand the 2026 tax code changes and how they impact your withdrawal strategy
- You live in North Carolina or plan to retire here
✗ This is NOT for you if…
- You have less than $250,000 in total savings — the strategies covered won't move the needle enough
- You're looking for a get-rich-quick investing scheme — this is about tax efficiency, not stock picks
- You want someone to manage your money — this workshop is education only, with no products pitched
You'll Walk Away With More Than Knowledge
Every attendee receives a complete tax planning toolkit at no cost.
Printed Workshop Workbook ($47 value)
Follows the presentation slide-by-slide with worksheets and note space
2026 Tax Map ($29 value)
The complete quick-reference guide to every bracket, threshold, and limit that matters in retirement
Personal Budget Spreadsheet ($19 value)
A retirement income and expense tracker to map your actual numbers after the workshop
Personal Finance Document ($29 value)
A comprehensive snapshot worksheet covering income, assets, liabilities, and insurance
Total Value: $124 — Yours free when you attend.
90 Minutes That Could Change
Your Retirement Tax Bill
Register below and choose your session time. You'll receive a confirmation email with your Zoom link, and we'll text you a reminder the day before so you don't miss it.
The workshop is live and interactive — not a recording. You'll follow along with your free workbook, hear the 2026 numbers that apply to your situation, and get your questions answered in real time during the Q&A.
After the workshop, attendees who want to go deeper have the option to schedule a free, private tax review where we apply everything you learned to your actual numbers. It's completely optional — and also completely free.
Your planning toolkit (tax map, budget spreadsheet, personal finance document) will be emailed to you after the workshop to use during your review or on your own.
Who's Teaching This Workshop
Casey Peterson, CFP®
Certified Financial Planner · Pure Wealth StrategiesCasey is a Certified Financial Planner serving families and investors across North Carolina through Pure Wealth Strategies. He believes trust and competence go hand in hand — his job isn't to know everything, but to spot the blind spots and pitfalls in your retirement plan that could cost you thousands. Casey's approach is personal: he takes the time to understand what makes each client tick, their goals for themselves, their families, and their communities. His philosophy is education-first: understand the system, then make decisions. No jargon, no pressure, no sales pitch.
Your Seat Is Free — But Limited
We cap each session at 50 attendees to keep the Q&A real. Register now and we'll text you a reminder before the workshop.
Taxes in Retirement · Free Webinar
Every Tuesday at 1:00 PM ET
Your information is private. We never sell or share your data.
This is an educational workshop — no financial products will be sold.
Before You Register
Is this really free? What's the catch?
+There is no catch. Brent Club hosts these workshops because education builds trust — and trust is how we grow our community. No financial products will be offered or discussed during the class. You'll walk away with knowledge, not a sales pitch.
Do I need a minimum amount saved to attend?
+The workshop is designed for individuals with $250,000 or more in retirement savings — that's where tax planning decisions start making a five- or six-figure difference over the course of your retirement. If you're below that threshold, you're welcome to attend but the strategies may not apply as directly.
What happens after the webinar?
+After the workshop, you'll receive your full planning toolkit by email (tax map, budget spreadsheet, personal finance document). You'll also have the option to schedule a free, private tax review — but that's completely optional.
Can my spouse or partner attend with me?
+Absolutely — we encourage it. Retirement tax planning impacts both partners. Just register once and your spouse can join on the same Zoom link.
I already have a financial advisor. Is this still useful?
+Yes. This workshop focuses on the tax code — not portfolio management. Many attendees discover blind spots their advisor hasn't addressed, particularly around Social Security taxation, IRMAA surcharge thresholds, and the new 2026 deductions.
Is this a webinar or do I need to attend in person?
+The workshop is a live Zoom webinar — attend from anywhere. We'll text you the Zoom link and a reminder before the session. If you'd like a deeper personal review after the workshop, that can be done via Zoom or in-person in North Carolina.
Every Year You Wait Costs You Money.
90 minutes. Free. No pitch. Just the tax education your retirement plan is missing.
Reserve My Free Seat →