Meet Stephanie Sudrala
Helping you make smarter tax decisions for retirement—so you can keep more of what you’ve worked so hard to save.
No pressure. No obligation. Just clarity.
My Story
After more than 25 years in the financial industry, I began to notice a pattern—many hardworking people were doing everything right… yet still facing unnecessary taxes in retirement.
Over the past several years, I’ve worked closely with individuals—especially federal employees—helping them better understand their benefits, retirement income, and tax exposure.
What I found was that most people had never been shown how taxes could impact their retirement long-term… or how to plan ahead to reduce that burden.
That’s why I created Retirement Taxes Made Simple.
My goal is to help you understand your options, ask the right questions, and make informed decisions—so you can move into retirement with clarity and confidence.
Who I Work With
I primarily work with individuals who are:
✔ Within 5–10 years of retirement
✔ Concerned about future tax rates
✔ Exploring Roth conversion strategies
✔ Federal employees navigating TSP
Whether you’re just beginning to think about retirement or already planning your exit strategy, I’m here to help simplify the process.
What Makes This Different
This isn’t about selling products or making promises.
It’s about education, clarity, and helping you make decisions that are right for your situation.
What You’ll Walk Away With:
✔ How your savings may be taxed
✔ What options you have to reduce taxes
✔ Whether Roth strategies make sense
No pressure. Just clarity.
Ready to Get Clarity?
If you’d like to better understand your retirement tax picture, I invite you to schedule a Retirement Tax Clarity Session.
No pressure. No obligation. Just clarity.
This information is for educational purposes only and should not be considered tax or financial advice.
Individual situations may vary.
Contact
Stephanie Sudrala
Retirement Tax Planning Specialist
(605) 600-6460
Custer, South Dakota
Virtual Appointments Available Nationwide
This website is for informational and educational purposes only and does not constitute tax, legal, or financial advice. Individual situations may vary. You should consult with a qualified professional before making any financial decisions.
Retirement Taxes Made Simple is a DBA of Birdie’s Insurance Agency, LLC.
We do not provide tax preparation or legal services.