Presented by: Jennifer Goff, Private Wealth Advisor This presentation focuses on three important areas of tax planning for retirement including possible sources of income, the tax control triangle and tax strategies to consider helping ensure people are well positioned in retirement. We'll explore various potential sources of income in retirement, such as pensions, Social Security benefits, and personal savings accounts. Understanding how each source is taxed is crucial for effective planning. By the end of this presentation, you should have a clearer understanding of how to navigate the complexities of tax planning for retirement, ensuring a more secure and financially stable future. ***This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Hughes Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.