What to Expect:

Learn why taxes can be one of the biggest threats to retirement income—and how smart planning may help you keep more of what you’ve worked so hard to save. 💡💰We’ll cover:
 
-Why retirement taxes can be higher than expected
 -How RMDs can increase taxable income over time
 -How Social Security benefits may become taxable
 -The 3 tax “buckets” and why they matter
 -Strategies that may reduce lifetime taxes in retirement
 
Walk away with a clearer understanding of today’s tax challenges—and practical ways to help protect your retirement savings.

Daniel Lauraine, financial advisor

Meet Your Host: Carson Biber

Carson Biber was born and raised in Cedarburg, Wisconsin, and now resides in Jackson with his three-year-old German Shepherd, Willow. Carson is an Investment Advisor Representative, specializing in asset preservation, retirement planning, and tax strategies. He works with clients across Wisconsin, helping them navigate the complexities of preparing for and enjoying retirement.

Carson is committed to helping his clients develop well-rounded retirement plans that address not only their financial needs but also their long-term goals. Carson graduated from the University of Wisconsin-Madison, where he studied finance at the business school and earned a certificate in financial planning and wealth management. In his free time, he enjoys spending time outdoors, hiking with his dog, Willow, and working on home projects and renovations. Carson values personal growth and continues to pursue opportunities to expand his knowledge and skills to better serve his clients.

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