Local Residents Can Learn About Minimizing Taxes in Retirement at Oxford Library Workshop and Webinars

It’s never too early to start planning for a financially secure retirement, and there are ways to protect retirement income from higher taxes with sufficient advance planning as part of a comprehensive financial plan.

Connecticut financial planning and wealth management firm Fuchs Financial, led by founder Ben Fuchs, will be sharing their expertise regarding taxes in retirement throughout this month.

The firm - with offices in Middletown, West Hartford, Middlebury, and Mystic - will be offering “How to Minimize Taxes in Retirement” sessions at the local public library in Oxford – free of charge – and two webinars on the same topic. There is no charge for the webinars, but advance online registration is required.

“Our goal is to help people to plan for their retirement in a way that is specific to their circumstances and objectives, and which will minimize their taxes and maximize their retirement,” explained Ben Fuchs, a Certified Financial Planner® and Certified Private Wealth Advisor® professional, with two decades of experience. “We look forward to sharing our expertise, and discussing the issues that people are concerned about, so we can help put them in the best position for retirement.”

The library workshop will be held on Wednesday, June 11, at the Oxford Public Library, 49 Great Oak Road, Oxford, at 12:30 PM. In addition, there will be free webinars on the same subject – taxes in retirement – on Tuesday, June 10 at 12:00 and at 6:00 PM. Individuals can sign up for either of the webinars by going to https://www.fuchsfinancial.com/events-webinars/

Among the topics that will be highlighted:

• Discover ways to pay the minimum in taxes when rolling over a 401(k), 403(b), 457, thrift savings, or lump-sum pension funds.
• Knowing when and how to withdraw from specific accounts can help keep you from running out of money later in your retirement.
• How to avoid inadvertently making one of the most common errors in your retirement income plan could cost thousands over your lifetime.

Fuchs Financial was recently voted as Best Financial Management Company in the Hartford Courant’s 2025 Readers Poll. Led by Ben Fuchs, with 20 years of investment experience creating thousands of retirement plans for his clients, Fuchs Financial is focused on helping retirees and people preparing for retirement to maximize their finances, providing a full range of short and long-term retirement planning services, including income planning, investment planning, tax planning, healthcare planning, and estate and legacy planning.

In addition to the upcoming library session and webinars, Fuchs Financial offers individual no-obligation, complimentary consultation, either in-person at one of the Fuchs Financial offices or via Zoom. Details are at www.fuchsfinancial.com.

The Fuchs Financial team includes financial professionals with a range of expertise to provide a breadth of information for clients as they look to their retirement years and seek to build a retirement plan that can provide financial security.

“If you’re interested in a second opinion on your current retirement plan from a first-class team that places a priority on your best interest, that’s what we’re all about,” added Fuchs. “We lead with listening, to understand each individual’s priorities for retirement, and then use scenario-based planning to develop and share a customized financial plan that responds to clients specific goals for retirement.”

The Fuchs Financial team includes advisors Gina Mazzadra, Accredited Retirement Plan Specialist, Retirement Income Certified Professional®; Alex Cal, Certified Financial Planner® , Certified Plan Fiduciary Advisor®; and Eddy Agyeman, Chartered Retirement Planning CounselorTM, Accredited Financial Counselor®. The Fuchs Financial team also includes Josh Kerchis, Retirement Healthcare Benefits Analyst, and Jeff Singer, AFSP (Annual Filing Season Program) credentialled Staff Accountant.

Fuchs Financial, with expertise in wealth management, planning and retirement, is regularly featured on local television stations WFSB Channel 3 and WTNH Channel 8, and radio station WTIC in Hartford, and has developed a continuing series of insightful webinars and videos highlighting various aspects of retirement planning.

Fuchs Financial’s offices are in Middletown at 213 Court Street, Suite 601; in West Hartford at 433 South Main Street, Suite 322l; at 751 Straits Tpke., Suite 3002, in Middlebury; and 47 Water Street, Suite 101, in Mystic.

For more information about the upcoming library seminar, interested individuals may contact the library directly or contact Fuchs Financial at (860) 461-1709 or toll-free at (877) 940-1009 or email info@ffncl.com.