Unlock Powerful Retirement and Tax Planning Strategies to Help You Thrive in Our New Economy…

Register today for our Retirement Tax Traps: Minimizing Your Retirement Tax Risk Online Webinar Event!


Tuesday, February 23rd at 11am
Tuesday, February 23rd at 6pm
Wednesday, February 24th at 6pm

Our world has changed, and with it, the way we think about and plan for our retirement must change as well. Don’t forget to include taxes when planning for retirement, because a customized tax strategy can help make a big difference in how much of your money you get to keep. There are “tax traps” to look out for, and without proper planning, your 401(k) and IRA accounts as well as your Social Security benefits could be drastically impacted by taxes. Now is the time to get clarity and confidence when it comes to your retirement and tax planning.

Our complimentary webinar, Retirement Tax Traps: Minimizing Your Retirement Tax Risk, will help teach you how to:

  • Minimize 401k and IRA Taxes, and how to best utilize a Roth 401k/IRA
  • Avoid rollover mistakes and hidden tax costs
  • Plan for “Tax Smart” Asset Allocation
  • Avoid the IRA Tax Trap and turn your IRA into an asset for your children
  • Create tax-free income from your qualified retirement accounts

Taxes could change the course of your retirement! Don’t let them wreak havoc on your income plan because taxes may be the biggest retirement risk you’re likely not considering.

Register today for our very special webinar, Retirement Tax Traps: Minimizing Your Retirement Tax Risk, available on February 23rd at 11am or 6pm, and again on February 24th at 6pm.

You can always schedule your complimentary introductory call by clicking here.

Epstein & White is and SEC registered investment adviser; however, such does not imply any level of skill or training. This webinar is being provided for informational purposes only. For detailed information about our services and fees, please review of Form ADV Part 2A, which can be obtained by calling us at 858-564-8036 or at www.adviserinfo.sec.gov