WORKSHOP COMMITMENT

These workshops are strictly educational. A “Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain, and potentially profit from the information covered.

One of the most important decisions you will make before and throughout your retirement is how to leverage your taxable, tax-deferred, and tax-free assets to strive to manage your income and tax brackets efficiently.

Learn about important tax traps so you can keep more of your hard-earned money in your pocket.

WORKSHOP TOPICS

• A critical question worth addressing before retirement
• The surprises that often make retirement more expensive
• Four stages of retirement and important tax considerations in each stage
• How to help potentially maximize your income
• Mistakes to avoid when it comes to your investment portfolio, health care, and estate
• When to tap different accounts so you don’t overpay taxes
• Strategies designed to keep more wealth in the family (instead of the government)
• Insights on key planning strategies that can’t be delayed
• Roth IRA conversion planning and mishaps to avoid
• How to attempt to navigate the effects of the 2024 election on the market

Hosted by Filipe De Barros Gusmao, an Investment Advisor Representative for Gold Tree Financial.