In-Person
Tasting and Taxes | A Taste of Italy
April 16, 2026
Bridgewater Wines + Dines
5:30PM-7PM EST
Event details
If you are nearing retirement or have already transitioned, the way you managed taxes during your working years likely won't work for the years ahead.
Over complimentary wine and Italian tasting plates, we’ll discuss why the goal isn't just a quick tax win today, but a solid plan for your retirement years. While you can't control tax laws, your tax story is yours to write.
This workshop is designed for you if you're nearing retirement or retired and not taking your Required Minimum Distributions (RMDs).
Join us for a deep dive into Advanced Tax Strategies, including:
Roth Conversions
Evaluating the timing of conversions to help manage your future tax bracket
Withdrawal Sequencing
Strategies for tax-efficient distributions aimed at preserving your capital over time
Asset Location
Placing investments strategically to help reduce annual tax drag
Optimizing Investment Accounts
Making the most of Basis assets, IRAs, and 401(k)s
Presenters
Intelligent wealth technology empowers our trusted advisors and market experts to more effectively advance your financial goals at key life moments.
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RSVPRegistration
Assumes the following:
- Initial investment of $1MM.
- Farther’s tax alpha is calculated by adding cash equal to 1% of the previous month’s benchmark (non-tax-aware) portfolio value, while ensuring both tax-loss harvesting (TLH) and benchmark portfolios receive identical contributions.
- Tax rates used are 40.8% for short-term gains (under one year) and 23.8% for long-term gains (over one year).
- Harvested losses generate immediate tax credits that are reinvested.
- The process involves harvesting losses, blocking wash-sale securities, selling overweight positions to restore portfolio balance, purchasing new positions, and repeating the cycle when those new positions later decline in value.
- Calculations assume a 10 year time horizon and 8% average market return.
- 2.55% additional return received from tax-loss-harvesting based on Farther Asset Management research. This assumes there will be portfolio fluctuations including losses within the portfolio (losses can cause the value of the portfolio to be less).
- 0.27% additional return for tax-aware investing in tax-efficient accounts (when available) based on Farther Asset Management research. This also varies based on individual tax rates.
- 0.46% additional return due to inclusion of alternative investments, based on Conversus Stepstone Private Markets research.
- Additional 0.35% for regular rebalancing of the portfolio to achieve the desired allocation, based on Kitces Daily Review: “Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands”.
- The subtraction of a 0.10% portfolio management fee.
- This does not include any transaction costs or advisory fee. A model fee should be used if applicable. The additional fee will cause the portfolio value to be lower.
