---
title: 5.8.24 Untax YOUR Retirement @ Blue Fish, Avondale
description: Join us for a special luncheon and economic update at Refinery Jax Beach. Gain insights into the current economic landscape and its impact on your financial future. RSVP today!
---

[News | Events | Resources ](https://blog.retirementteam.com/news-events-resources)

# [5.8.24 Untax YOUR Retirement @ Blue Fish, Avondale](https://blog.retirementteam.com/news-events-resources/2024-q1-client-luncheon-economic-update-at-refinery-jax-beach-1-0-0-0-0-1)

 Written by [Sam Magdalein](https://blog.retirementteam.com/news-events-resources/author/sam-magdalein) | Apr 30, 2024 10:54:12 AM

Dear Clients, Friends, and Retirees,

You're invited!

We're back at **Blue Fish in Avondale** on Wednesday, May 8th @ 11am for a candid conversation on how to *Untax YOUR Retirement*.

This is an opportunity for retirees, pre-retirees and even those of you who are retirement-curious to set yourself up for retirement, your way!  Taxes are the #1 unknown in retirement - but they don't have to be. In this week's discussion you'll be provided a roadmap to help you navigate your options and avoid tax missteps.  We will cover how to:

- **Create an ****exit**** strategy and distribution plan for your IRAs **to help minimize tax burden
- **Build a 'payment plan' **for your largest unpaid bill - taxes!
- Understand the **difference**** between ****tax**** planning and tax preparation **and how to** be proactive vs reactive   **
- **Leverage tax planning to **avoid painstaking preparation in the future** **** **
- **Make your next 10 years your BEST 10 years!**

As always, we want your arrival to be a smooth as possible, so the parking **is on us! VALET & gratuity are included with your invitation. ** Marshall and his team will be back in the Blue Fish parking lot to take care of you.** Space is limited, so RSVP today!**** **

If you have friends and family members that you’ve been considering inviting, **bring them for an afternoon of delicious food, great people and interesting conversations at the courtyard banquet room.  **

If you’re** considering becoming a client, **you’ll walk away with a** **better understanding of **who we are and how we run our practice + new ways to unstress and untax YOUR retirement.**

** **

**When: Wednesday, May 8, 2024**

**Time: 11:00 AM to 1:00 PM**

**Where: Blue Fish @ Avondale**

**3551 St. Johns Ave, Jacksonville FL 32205**

** **

**We encourage you to bring along friends or colleagues **who may benefit from our retirement services. Your referrals are the highest compliment we can receive!

** **

Please click here to RSVP with your preferred date and the number of attendees. You can also call our office at (904) 425-0943.

Looking forward to an enriching and enjoyable gathering!

Sincerely,

 

Eric Stratton, Sam Magdalein and Your Retirement Team

Stratton & Company

  

 

 

 

 

 

 

 

[View full post](https://blog.retirementteam.com/news-events-resources/2024-q1-client-luncheon-economic-update-at-refinery-jax-beach-1-0-0-0-0-1)

```json
{
  "@context" : "http://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Sam Magdalein"
  },
  "dateModified" : "2024-08-30T12:36:23.663Z",
  "datePublished" : "2024-04-30T10:54:12Z",
  "headline" : "5.8.24 Untax YOUR Retirement @ Blue Fish, Avondale",
  "image" : {
    "@type" : "ImageObject",
    "height" : 627,
    "url" : "https://400352.fs1.hubspotusercontent-na1.net/hubfs/400352/Copy%20of%20Yellow%20Gradient%20Modern%20Webinar%20LinkedIn%20Image%20Ad%20%281%29.png",
    "width" : 1200
  },
  "mainEntityOfPage" : "https://blog.retirementteam.com/news-events-resources/2024-q1-client-luncheon-economic-update-at-refinery-jax-beach-1-0-0-0-0-1",
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "height" : 60,
      "url" : "/hs/hsstatic/content_shared_assets/static-1.4092/img/default-amp-logo.png",
      "width" : 60
    },
    "name" : "News | Events | Resources"
  }
}
```