Webinar

Retirement Planning Series: Navigating Taxes with Kirk Barrett

October 21, 2026
Zoom Webinar
12:00 PM CST

Event details

Will your income be taxed once the paychecks stop?

Kirk Barrett and CPA Zander Villinger walk through how each type of account is taxed at withdrawal, so more of what you saved stays yours.

Part one of two. The series continues on November 18 with Social Security and Medicare.

What you will take home

Keep more of your withdrawals

Traditional, Roth, taxable, and inherited accounts each carry their own tax treatment. You will see how the sequence of your withdrawals changes your lifetime tax bill and how to plan around it.

Connect the three together

Taxes, benefits, and healthcare do not live in separate boxes. You will see how a decision in one area moves the others, so you can plan for your retirement income as one picture.

Presenters

Kirk Barrett, CFP®, EA

Kirk Barrett, CFP®, EA

VP wealth advisor and webinar host

Zander Villinger, CPA

Zander Villinger, CPA

Guest speaker, taxes in retirement session

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Registration