NARFE Federal Benefits Institute presents
Tax Planning for Retired Feds
Wednesday, April 1, 2026, 2:00 p.m. ET
Understanding the U.S. tax system and engaging in proactive tax planning can help retirees maximize their after-tax income and enhance their quality of life. However, many retirees overlook tax planning strategies and unnecessarily forfeit hundreds or even thousands of dollars annually.
To help safeguard your assets, NARFE federal benefits expert Mark Keen, CFP, will guide you through tax planning, covering topics such as:
- How the U.S. tax system works
- How federal benefits are taxed
- Potential changes to tax rules
- How stealth taxes can increase your tax burden
- Strategies to reduce both ordinary income and stealth taxes
- The impact of required minimum distributions on your taxes
- How the Income-Related Monthly Adjustment Amount (IRMAA) affects your Medicare Part B premiums
- Ways to minimize IRMAA’s impact
A Q&A session will follow the presentation.
Join Mark Keen, CFP, and us on Wednesday, April 1, at 2 p.m. ET for expert guidance on navigating the U.S. Tax System as a federal annuitant.