Tax Smart Retirement
Finance/Law | Registration opens 1/5/2026 12:00 AM MST (Arizona)
Taxes can quietly shrink your retirement income. Learn practical ways to help reduce what you owe through smart withdrawal timing, Social Security coordination, Roth conversions, and tax-deferred income strategies using annuities. Designed for individuals, couples, and business owners planning their next chapter.
Stacey Bendfelt
Bendfelt, Stacey - is a Financial Advisor with Raymond James specializing in maximizing retirement income. She assists clients in defining their ideal retirement lifestyle and creating personalized plans for financial independence. Stacey excels in optimizing distribution strategies, tax-efficient investing, and long-term care planning. She is committed to guiding clients through their evolving financial needs, so they can enjoy a more fulfilling retirement.