Tax Strategies That Every High Earner Should Know
Tax Strategies That Every High Earner Should Know
Discover how to potentially save thousands in retirement through strategic financial planning.
Please join Opal Wealth Advisors for an exclusive online event on Wednesday, December 18th at 5:30 pm. Jesse Giordano, CFP®, CAP®, RLP®, CBEC®, and Lee Korn, CPWA®, will provide expert insights on minimizing taxes, maximizing savings, and planning for retirement.
Webinar Details:
Date: Wednesday, December 18, 2024
Time: 5:30 – 7:00 PM
Location: Online
What you’ll learn:
- Enjoy Tax-Efficient Income in Retirement: Discover strategies for setting up tax-advantaged income during your golden years.
- Help Your Heirs Inherit More: Find out how careful planning can benefit your heirs by helping reduce unnecessary taxes.
- Diversified Sources of Retirement Funding: Gain insights into which funding sources to tap first to minimize tax liability.
- Strategic Roth Conversion Timing: Learn the best times to consider Roth conversions for tax savings in retirement.
- Actionable Financial Planning Tips: Walk away with practical steps you can implement to strengthen your overall financial plan.
Don’t miss this opportunity to learn how effective tax planning can help you keep more of your hard-earned income and achieve your long-term financial goals.
Reserve your spot today.
Can’t make it live? Register anyway and we’ll send you the recording.