Planning for a Tax-Smart Retirement

Planning for a Tax-Smart Retirement

Maximize Savings, Minimize Tax & Secure Your Future

Tired of seeing a big chunk of your retirement savings disappear to taxes? 

You’re not alone! Taxes are often the #1 expense in retirement. But what if you could minimize your lifetime tax burden and keep more of your hard-earned money? 

Join Opal Wealth Advisors for an exclusive event on May 22nd. Our financial experts, Jesse Giordano, CFP® and Lee Korn, CPWA®, will dive into the pivotal role tax planning plays in retirement and your overall financial picture.  

Planning for a Tax-Smart Retirement

Date: May 22nd
Time: 5:30-7:30 pm
Location: Opal Wealth Advisors 2 Jericho Plaza | Suite 208 | Jericho, NY 11753 (Map)
Enjoy a complimentary catered dinner and drinks.

What you’ll learn:   

  • Tax Savvy Approaches: Learn specific tax planning strategies to minimize tax payments over your lifetime.
  • Tax Shelters: Discuss ways to reduce your taxable liability to preserve more of your income.
  • Integrating Tax Strategy With Retirement Planning: Optimize your retirement savings and investments, ensuring you have sufficient income to support your lifestyle during retirement.

Don’t miss this opportunity to learn how tax planning can help you keep more of your hard-earned income, maximize your retirement savings, and achieve your long-term financial goals. 

Bonus: Unlock Valuable Tax Insights!  

Submit your 2023 tax return to us in advance and receive a free, personalized tax report. This report will be a valuable resource for you to reference during our upcoming event — and beyond. 

Register today to reserve your seat.
Please RSVP by May 21st – and feel free to bring a guest!