Let’s Make Sure You’re Ready.
Retirement is a major life milestone—but navigating Medicare, rising healthcare costs, and changing tax laws can make it feel overwhelming.
At Gleason Tax Advisory, we help you see the full picture. Whether you’re a few years away or ready to make the leap now, our retirement planning consultation is designed to give you clarity and confidence.
👥 Who Should Schedule a Consultation?
- You’re planning to retire within the next 1–5 years
- You want to understand how Social Security and Medicare will affect your budget
- You’re unsure how your retirement income will be taxed
- You have savings, investments, or a pension and want to protect them
- You’re worried about rising healthcare costs in retirement
🛠 What We’ll Cover Together:
✅ Tax strategies for drawing down retirement income
✅ Medicare enrollment timing and healthcare planning
✅ Required Minimum Distributions (RMDs)
✅ How to avoid unnecessary taxes on Social Security benefits
✅ Estate and legacy planning considerations
🔐 Retirement Should Feel Secure—Not Stressful
The earlier you plan, the more options you have. Let us help you build a tax-smart retirement strategy that works for your goals, your timeline, and your peace of mind.
📅 Schedule Your Retirement Planning Consultation Today
Let’s talk about your next chapter—and how to make it everything you want it to be.
