Tax Planning Secrets to Help Maximize Wealth in Retirement
Tax Planning Secrets to Help Maximize Wealth in Retirement
How can you help protect the nest egg you’ve been working a lifetime to build? One critical risk that pre-retirees often overlook is taxes. Vigilant and proactive tax planning now can help minimize your tax bite in retirement—especially if tax rates rise in the future.
Join us for an engaging discussion with Opal’s Jesse Giordano, CFP® and Lee Korn. We’ll be talking about smart strategies to help lower your tax bill and make your retirement savings last longer.
Tax Planning Secrets to Help Maximize Wealth in Retirement
Date: Thursday, October 19, 2023
Time: 5:30 PM to 7:30 PM
Location: Opal Wealth Advisors, 2 Jericho Plaza, Suite 208, Jericho, NY 11753 (Map)
Catered dinner and drinks will be served
We will cover these important topics:
- Pre- and post-retirement tax considerations
- Your best withdrawal strategy, including RMDs
- Tax-efficient investment opportunities
- Optimal timing for Social Security
- When to do a Roth IRA conversion
- Capturing 0% capital gains tax rate
- Tax-efficient options for charitable giving
Additionally, we would like to offer you the opportunity to submit your 2022 tax return to us in advance for analysis. We will provide you with a free tax report that you can use as a point of reference during the event. This could potentially uncover more ways for you to maximize your tax savings right now.
Don’t miss these tax saving opportunities!
Register today to reserve your seat!
Please RSVP by October 17th – and feel free to bring a guest!
Event date is past.