Hosted by Jeremiah Nolen, CRPC®, NSSA®
What You Need to Know About Market Risk, Taxes & the New Tax Law
The One Big Beautiful Bill (OBBB) is reshaping how retirement income is taxed. Join us for a complimentary dinner and learn what the new law could mean for your retirement tax plan, market risk, and lifetime income strategy.
Enjoy dinner on us while you learn — nothing is sold at the table.
What the new tax law and market environment could mean for your retirement
A practical look at the risks and opportunities facing retirees and pre-retirees right now.
How the One Big Beautiful Bill (OBBB) may change retirement tax brackets
Which provisions are scheduled to sunset and what that means for planning
Strategies to reduce lifetime retirement taxes under the new law
How market volatility and sequence-of-returns risk can impact income
Why rising rates and inflation still matter for retirees
Ways to build more predictable, tax-efficient retirement income
How to coordinate Social Security, RMDs, and Roth conversions today
New Tax Law Changes
The OBBB extends some provisions and resets others. Understand what's in effect now and what may expire so you can plan ahead.
Market Risk
Retirement timing matters. Learn how to guard your income against a downturn in the years just before and after you stop working.
Tax Bracket Planning
Future tax rates affect how long your savings last. Explore Roth conversions, RMD timing, and withdrawal sequencing under the new law.
Jeremiah Nolen, CRPC®, NSSA®
Founder, Next Phase Advisors · Independent Fiduciary Investment Advisor
Jeremiah Nolen is the founder of Next Phase Advisors and a retirement income specialist serving families across North Alabama. As an independent fiduciary, he is legally obligated to put his clients' interests first.
Named 2023 NSSA Advisor of the Year, Jeremiah focuses exclusively on the planning issues that matter most in the years leading up to and through retirement: Social Security optimization, tax-efficient withdrawals, Roth conversions, Medicare planning, and estate coordination.
He has helped hundreds of Alabama households build clear, written retirement income plans designed to maximize lifetime income, reduce taxes, and weather market and inflation uncertainty.
“Jeremiah walked us through exactly when each of us should claim Social Security. We left with a written plan.”
“The seminar was educational — no pressure, no pitch. The Roth conversion strategy alone was worth the evening.”
“Our retirement felt like a guessing game. Now we have a clear income plan we actually understand.”
Testimonials reflect individual client experiences and are not indicative of future results. Names may be changed for privacy.
Every attendee receives a complimentary copy of Jeremiah's book, Retire with a Paycheck: Think Like a Pension Manager, Not a Day Trader — yours free, just for attending.
563 John Henry Way
Madison, AL
6:00 PM
Free parking on site.
Complimentary Dinner · Limited Seating