7 Financially Savvy Strategies You Can Do Before Year-End

If you are wondering how you can reduce your tax burden, sign up for our FREE webinar!

Do you want to make more money AND pay less in taxes?

The end of the year might seem a little late to be thinking about tax strategies. However, this is actually a great time to implement them, and help yourself pay less in taxes!​​​​​​​

Making sure your money lasts through your entire life is a common concern for many retirees. As you get closer to retirement, or even if you are already retired, saving on taxes becomes more and more important.

If you are wondering how you can reduce your tax burden, sign up for our FREE webinar, “7 Financially Savvy Strategies You Can Do Before Year-End!” There is limited seating, so make sure to register and grab yours by filling out the form below! ​​​​​​​

​​​​​​​This webinar will cover different planning principles such as:

  • Why you should review your beneficiary forms to avoid unnecessary taxes

  • How to do tax-loss harvesting​​​​​​​

  • What partial ROTH conversions are​​​​​​​

  • How to maximize your income by blending income streams

  • Tax bracket management​​​​​​​

  • and much more!

  • Joseph Disalvo

    Best Selling Author, Wealth Manager, Webinar Host

  • Marie Madarasz

    Best Selling Author, Wealth Manager, Webinar Host

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