Tax $avvy Retirement is your essential roadmap to understanding and optimizing the tax side of retirement. Packed with practical strategies, expert insights, and little-known tax-saving opportunities, Tax $avvy Retirement helps retirees and pre-retirees make informed financial decisions that keep more money in their pockets.
Whether you’re a seasoned investor, a new retiree, or simply looking to keep more of your hard-earned money, Tax $avvy Retirement gives you the knowledge and tools to build a tax-efficient retirement strategy that lasts.
Reduce taxes on retirement withdrawals with smart distribution strategies
Leverage tax-free investment options like municipal bonds and HSAs
Manage RMDs to avoid penalties and tax spikes
Minimize estate taxes and pass down wealth efficiently
Use Roth conversions to create tax-free income for life
How to ensure you have a proper legacy plan in place for your loved ones.
...and much more!
Register now and gain access to watch this comprehensive webinar immediately!
Provided by the Capital Financial Team
As seen on
From the Author
Peter J. D'Arruda
MRFC®, RICP®
Are you overwhelmed by the prospect of planning for your retirement? Have you consulted with financial advisors who don't seem to get you - or maybe worse yet, don't seem to get the specific nuances of planning for retirement? Is it all just too confusing?
Well, I've written this book for you.
In this comprehensive guide on "all things" retirement I've simplified the concepts and methodologies of retirement planning. From outlining what you need to look for (and ask for) when choosing a financial advisor, to laying out concise explanations of investment strategies and tactics, this book will walk you through the things you need to know; whether you're already in retirement, transitioning into retirement, or planning ahead.
You'll find I have packaged this wealth of information within a collection of sports analogies that make learning so much easier and maybe even a little fun. So start reading today!
Get your copy today
Available in softcover, hardcover, kindle and also a convenient, free PDF format!
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