- In-Person
Year-End Tax Planning
and Retirement Strategies for 2027
Overview
The decisions you make before December 31 may influence your taxes, retirement income, Medicare premiums, charitable giving, and overall financial plan for years to come.
Join Mahesh “MO” Odhrani, CFP®, ChFC®, AIF®, CPFA®, and Molly McMahon CRC® for a practical discussion about year-end planning opportunities and the retirement strategies to consider as you prepare for 2027.
November 10th @ 5:30PM – 7:00PM, Carbondale Branch Library
What You’ll Learn + Who This Is For
What You Will Learn:
- Which financial and tax-planning decisions may need attention before year-end.
- How Roth conversions and retirement-account withdrawals can affect taxable income.
- Ways to coordinate investment gains and losses with your broader financial plan.
- How required minimum distributions and qualified charitable distributions work together.
- Why income planning matters for Medicare premiums and IRMAA.
- How to enter 2027 with a prioritized financial action plan.
Who Should Attend :
This seminar is designed for retirees, people approaching retirement, and individuals who want a more coordinated approach to taxes, investments, retirement income, charitable giving, and legacy planning.
Seminar Details
Date: Tuesday, November 10, 2026
Time: 5:30 PM to 7 PM
Location: Carbondale Branch Library, Carbondale Calaway Community Room, 320 Sopris Avenue, Carbondale, CO 81623
Meet Your Presenters
