Tax Strategies That Every High Earner Should Know

 

Please join Opal Wealth Advisors’ Jesse Giordano, CFP®, CAP®, RLP®, CBEC®, and Lee Korn, CPWA®, as they provide expert insights on minimizing taxes, maximizing savings, and planning for retirement.  

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. 

Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any consulting services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com. The scope of the services to be provided depends upon the needs and requests of the client and the terms of the engagement.