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Bradly Stevens MBA, LUTCF®, CLU®, ChFC®, WMCP®, CEPA™

(909) 307-4945

Tax Diversification for Retirement - September 20th 5:30 PM

Tax Diversification for Retirement - September 20th 5:30 PM

Tuesday, September 20, 2022

5:30p - 6:00p PST

Webinar (Link to be sent after registration)


Taxes are front and center on the minds of most successful professionals, executives, and business owners. While many are familiar with how to diversify their investment portfolio, they may not be aware that by diversifying their tax position, they can make a realize a significant impact on the tax consequences on their income in retirement.

If you’re like many, a lot of your retirement savings could be in a pre-tax account (e.g. 401k/403b). That means the taxes will be due when you take your income in retirement. Do you think taxes will be higher or lower in the future? 

Join us to learn how to optimize your holdings in taxable, tax advantaged, and tax-free accounts for significant tax efficiency in retirement.

We've squeezed a lot of insights into an easy to understand 25-minute webinar!

Look forward to seeing you there!

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