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Tax Diversification For Retirement

February 10, 2023

Taxes are front and center on the minds of most successful professionals, executives, and business owners. While many are familiar with how to diversify their investment portfolio, they may not be aware that by diversifying their tax position, they can make a real significant impact on the tax consequences of their income in retirement.

If you're like many, a lot of your retirement savings could be in a pre-tax account (e.g. 401k/403b). That means the taxes will be due when you take your income in retirement. Do you think taxes will be higher or lower in the future?

We have put together an informative webinar just for this topic. We have actually put together a different webinar on different topics relating to your financial wellbeing every month through out 2023.

Join us to learn how to optimize your holdings in taxable, tax advantaged, and tax-differed accounts for significant tax efficiency in retirement.

We've squeezed a lot of insights into an easy to understand 25-minute webinar. February 21, 2023 at 10am or 5:30 pm PST

Click here to register today!------>>>´╗┐

Click here to watch a short teaser --->>>