Reduce Taxes on Your Retirement Income

— Without Guesswork

Get a Free Personalized Roth Conversion Strategy to help you keep more of your money in retirement.

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Want additional information? Watch the video below:

This session is for you if:

  • You have $100K+ in IRAs, TSP, or 401(k)s

  • You’re 5–10 years from retirement (or recently retired)

  • You’re concerned about rising taxes

  • You want a strategy — not a sales pitch

No pressure. No obligation. Just clarity.

About Stephanie

With over 20 years of experience helping individuals make complex financial decisions, I specialize in simplifying retirement tax strategies.

I help pre-retirees evaluate Roth conversion strategies and understand how taxes may impact their retirement.

With experience working with federal employees and retirement accounts like the TSP, my focus is on providing clear, personalized guidance so you can make confident decisions about your financial future.

My goal is to simplify complex decisions so you can move forward with clarity and confidence.

Serving pre-retirees nationwide via virtual consultations

Get Clarity Before

You Make a Costly Decision

Many pre-retirees assume their taxes will be lower in retirement — but that’s not always the case.

This session helps you understand your options so you can make a confident, informed decision.

What We’ll Cover in Your Zoom Session

  • Whether a Roth conversion is right for your situation

  • How your IRA and/or TSP fits into your tax strategy

  • The tax impact of conerting now vs. later

  • Opportunities to reduce lifetime taxes

Ready to Get Clarity on Your

Retirement Tax Strategy?

Book your complimentary Retirement Tax Clarity Session and get a personalized recommendation for your situation.

No pressure. No obligation. Just clarity.

Contact

Stephanie Sudrala

Retirement Tax Planning Specialist

(605) 600-6460

[email protected]

Custer, South Dakota

Virtual Appointments Available Nationwide

This website is for informational and educational purposes only and does not constitute tax, legal, or financial advice. Individual situations may vary. You should consult with a qualified professional before making any financial decisions.

Retirement Taxes Made Simple is a DBA of Birdie’s Insurance Agency, LLC.

We do not provide tax preparation or legal services.