S1921C - Tax-Smart Retirement
1 Session | Registration opens 1/12/2026 10:00 AM MST (Arizona)
Taxes can quietly shrink your retirement income. Learn practical ways to help reduce what you owe through smart withdrawal timing, Social Security coordination, Roth conversions, and tax-deferred income strategies using annuities. Designed for individuals, couples, and business owners planning their next chapter.
Stacey Bendfelt
Stacey Bendfelt is a Financial Advisor with Raymond James who helps individuals, couples, and business owners make sense of their finances and turn savings into reliable income. She blends practical, tax-smart strategies with clear guidance to help simplify retirement planning. Based in Arizona, Stacey teaches engaging seminars in 55+ communities focused on creating clarity, balance, and confidence for the years ahead.