- This is an informational seminar. There is no cost or obligation.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.
- This is an informational seminar. There is no cost or obligation.
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- The named advisory practice is not itself a separately-registered investment adviser or broker-dealer.
- The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
- Ameriprise Financial cannot guarantee future financial results.
- 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.
- 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.
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Preparing for taxes in retirement
February 18, 2026 - 1:00 PM EST
During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help increase the likelihood you’re in a better position from a tax perspective as you enter retirement.
Presented by: Sam Grosso, Associate Financial Advisor - R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC
Hosted by: R. Miller & Associates, a private wealth advisory practice of Ameriprise Financial LLC
Join us!
Date: Wednesday, February 18, 2026
Time: 1:00 PM - 1:30 PM EST
To reserve a spot:
call us at 617.607.3366 Ext. 250
or
email us at christina.cobas@ampf.com
