How Is Social Security Taxed in 2026?
85% of Your Social Security
Can Be Taxed.
For NC residents with $250K+ in retirement savings — Loading…
Reserve Your Free Seat
Every Tuesday at 1:00 PM ET · Live Zoom
Your information is private. We never sell or share your data.
$124 Tax Planning Toolkit — Free with registration
CFP® Certified
Casey believes trust and competence go hand in hand. His job isn't to know everything — it's to spot the blind spots in your retirement plan that could cost you thousands. Education-first: understand the system, then make better decisions.
Most NC Retirees Are Paying a Higher Tax Bill Than They Need To
You spent decades saving. But the 2026 tax code doesn't reward savers — 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
is what most plans allocate to tax-efficiency strategy — the most expensive blind spot
Every year without a tax-aware withdrawal strategy, you're handing the IRS money that could stay in your account.
How Much Could You Be Losing to Retirement Taxes?
Adjust the sliders to see your estimated annual tax leak.
Estimate only. Actual savings depend on your specific situation.
Ready to find out what you're overpaying? 90 minutes could save you thousands every year.
Reserve My Free Seat →Six Tax Blind Spots Costing NC Retirees Thousands
Every topic is tied to a specific dollar impact — 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 bracket — and how 2026 changes make it worse above $250K.
The Social Security Tax Trap
How provisional income pushes 85% of your benefits into taxable territory — and the withdrawal order that prevents it.
The RMD Forced Withdrawal
Your IRA forces withdrawals on the IRS's schedule, not yours. Most people get blindsided at 73.
The Medicare Income Cliff
One IRMAA threshold jump = $5,800+/year in extra premiums. It compounds to six figures over retirement.
The Capital Gains Stack
Gains stack on top of every other income source. We'll show the 2026 brackets and where the breaks are.
2026 Tax Tools Advisors Skip
Roth conversions, QCDs, $40K SALT cap, and the $6K senior deduction — when to use each one.
Six blind spots most advisors never mention. All covered — with the 2026 numbers — in 90 minutes.
Reserve My Free Seat →Real NC Retirees. Real Discoveries.
Built for a Specific Person
✓ This is for you if…
- You have $250K+ in retirement savings
- Within 10 years of retirement — or already retired
- Suspect you're overpaying in taxes but aren't sure where
- Want to understand the 2026 tax code changes
- You live in North Carolina
- Want someone to manage your money
✕ NOT for you if…
- Less than $250K in savings
- Looking for stock picks
Your $124 Tax Planning Toolkit
Every attendee receives these at no cost — tools most people pay hundreds for.
Workshop Workbook
Follows the presentation slide-by-slide so you can take notes in real time
2026 Tax Map
Every bracket, threshold, and limit that matters for retirees
Budget Spreadsheet
Map your actual retirement income & expenses clearly
Finance Snapshot
Income, assets, liabilities & insurance overview template
Three Steps to Your Free Workshop
Register Above
Fill in your name, email, phone, and savings range. You'll get a Zoom link instantly by text and email.
Attend Live
Join every Tuesday at 1:00 PM ET on Zoom. Follow along with your free workbook and ask questions live.
Get Your Free Review
Optionally book a free 90-minute call where Casey applies everything to your specific numbers. No obligation.
Your $124 toolkit (tax map, spreadsheet, finance snapshot) will be emailed after the workshop.
Before You Register
Is this really free?
+Yes. No catch. Brent Club hosts these because education builds trust. No financial products will be offered during the class.
Do I need $250K+ to attend?
+The workshop is designed for individuals with $250K+ in retirement savings — that's where tax planning makes a five- or six-figure difference.
What happens after?
+You'll receive your full toolkit by email. You'll also have the option to schedule a free, private tax review — completely optional.
Can my spouse attend?
+Absolutely. Register once and your spouse can join on the same Zoom link.
I have an advisor. Is this still useful?
+Yes. This focuses on the tax code, not portfolio management. Many attendees discover blind spots their advisor hasn't addressed.
Is it a webinar or in-person?
+Live Zoom webinar — attend from anywhere 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 →