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The Retirement Tax Trap: 5 Tax Mistakes That Could Cost You Thousands in Retirement

The Retirement Tax Trap: 5 Tax Mistakes That Could Cost You Thousands in Retirement

Join Summit Financial Advisors for a complimentary 30-minute educational webinar exploring five common retirement tax mistakes and strategies that may help you keep more of your hard-earned savings.

Topics include:
• The IRA tax trap and potential tax bills later in life
• How withdrawal choices can affect your overall tax burden
• Roth conversion opportunities before required minimum distributions
• How retirement income decisions could increase Medicare premiums
• Differences between federal and Hawaiʻi retirement income taxes

Presenters: Glennel Jordan and Kelley Tom, Certified Financial Planners.

Tuesday, November 3, 2026 | 12:00–12:30 p.m. HST (approximately 30 minutes)
Online webinar | Complimentary
Register: https://my.demio.com/ref/USRB3DVxsXAyTas8

This presentation is for educational purposes only and does not constitute individualized tax or investment advice. Tax outcomes depend on individual circumstances.

Online webinar — Demio
12:00 PM - 12:30 PM on Tue, 3 Nov 2026

Event Supported By

Summit Financial Advisors
Online webinar — Demio