Unlock Powerful Retirement and Tax Planning Strategies That Can Help Investors Thrive in Our New Economy…

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


Tuesday, March 30th at 11:00am
Tuesday, March 30th at 6:00pm
Wednesday, March 31st at 6:00pm

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, 401(k) and IRA accounts as well as Social Security benefits could be drastically impacted by taxes. Now is the time to get clarity and confidence when it comes to retirement and tax planning.

Our complimentary webinar, Tax Traps: Minimizing Investor Tax Risk, will help teach investors 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 an IRA into an asset for your children
  • Create tax-free income from 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, Tax Traps: Minimizing Investor Tax Risk, available on March 30th at 11am or 6pm, and again on March 31st 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

Register now to ensure you’re maximizing every opportunity throughout retirement!