Retirement Red Flags Workshop Aims to Help Iowa Retirees Navigate 2026 Tax Changes

Many Iowa retirees who have spent decades saving and planning for retirement still face uncertainty about whether they have adequately prepared for their financial future. Retirement Red Flags is addressing these concerns by hosting the "2025 Annual Retiree Update" workshop this November in West Des Moines, specifically designed for retirees who feel mostly prepared but want to identify potential oversights before significant 2026 changes take effect.

Nate Crannell, co-founder of Retirement Red Flags, emphasized that the workshop aims to provide peace of mind rather than create fear. "This isn't about scaring people," Crannell said. "It's about giving people the peace of mind that comes from knowing they've looked under every stone. Most retirees are 95% ready. We help them find the last 5% that can make all the difference."

The workshop will cover several critical topics that could significantly impact retirees' financial security. Participants will learn how 2026 tax changes may affect retirement income, Social Security benefits, and estate plans. The session will also address common mistakes retirees make when drawing income from retirement accounts and provide simple strategies to protect spouses or heirs from unnecessary taxes and financial risk.

Real-world stories of retirement planning oversights will be shared to help attendees avoid similar pitfalls. The educational approach focuses on practical, easy-to-understand strategies that empower retirees to protect their savings, maximize income, and leave a lasting legacy.

The event will be held at The Venue in Valley Junction, West Des Moines, with two sessions available: Tuesday, November 18th from 9am to 12pm and Wednesday, November 19th from 1pm to 4pm. The $50 registration fee includes a workbook and refreshments, with all proceeds being donated to St. Jude Children's Research Hospital.

Each session is limited to 50 participants to maintain an intimate, conversational setting that allows for personalized attention and detailed discussion of individual concerns. The limited seating has already attracted significant interest from local retirees seeking to secure their spots for this timely financial education opportunity.

This workshop comes at a critical time as retirees face impending tax law changes in 2026 that could substantially alter retirement planning strategies. The session provides an opportunity for retirees to make last-minute adjustments to their financial plans before these changes take effect, potentially saving thousands of dollars in unnecessary taxes and protecting their hard-earned retirement savings.

Retirement Red Flags, which operates through its website at RetirementRedFlags.com, is a national educational initiative specializing in helping retirees identify hidden risks that can quietly erode wealth and confidence in retirement. The organization focuses on practical strategies for navigating tax law changes, income sequencing mistakes, and estate planning oversights through live workshops, online resources, and community events.