FREE WEBINAR:
Strategies to Lower Taxes on Your Assets, Achieve Tax-Free Income in Retirement, and Tax-Efficiently Leave More to Your Heirs
Taxes will be one of the biggest threats to your retirement and your legacy.
We believe that tax rates will go up, leaving you with less money when you need it most—during retirement, when your regular paychecks have stopped, and you're at your most vulnerable!
Watch our webinar and discover the strategies to a tax-free retirement!
Your 401(k)s and IRAs could be a ticking tax bomb if you don’t do something about it NOW!
Tax law changes are slated for 2025, and you’ll be shocked how it could negatively affect your lifelong and hard-earned assets. That’s why it’s imperative that you learn strategies to potentially reduce your tax liability to and through retirement. Don't let taxes drain your retirement savings!
Picture this: a steadily growing mountain of unpaid taxes inside your retirement account, waiting to be taxed in the future – when you're retired, without a steady paycheck, and at potentially higher rates…
If your retirement plan is not tax-efficient, it could easily deplete your assets–and could determine the success or failure of your retirement.
But there's good news! There are ways to reduce the taxes paid over your lifetime AND get tax-free income in your retirement.
Register for our webinar “The Tax-Free Retirement Plan: Strategies Revealed” to learn how!
We'll also discuss:
- How to avoid paying for unnecessary taxes
- Why tax-deferred accounts may not be the best option
- How to leave more to your heirs (Don't give them a heavy tax burden!)
- Debunk 3 common myths about taxes in retirement
- How to navigate tax-deferred accounts in a rising tax environment
- How the upcoming tax law changes in 2025 will affect you
- How the federal deficit could potentially raise tax rates
MEET YOUR PRESENTER
Rem Oculee
Founder and CEO
Since 1990, Rem has worked extensively with the financial and investment industry. Rem’s research into a variety of large and complex investment instruments, along with advanced technical analyses of market trends and market psychology, helped him navigate Confidence Wealth Management through various economic conditions and investor trends. His focus is on advanced strategies and solutions, as well as technological advances in the financial world’s ever-changing landscape. Although this webinar is designed as an introductory step in the process of helping you become smarter about your money and investments, we have leveraged Rem’s 30 years of experience to provide his insight throughout this presentation.
HAVE QUESTIONS? CONTACT US.
(310) 820-4411 ・ icwm.com ・ ask@icwm.com
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Confidence Wealth Management LLC (CWM) is an SEC registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the NV Department of Insurance, license no. 3647322. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. Consult with an attorney or CPA for usage of tax or legal concepts. This material may contain information that is a close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. Pursuant to IRS Circular 230, the material is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Any information given is to be considered general, and nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth advisor that can understand your unique situation and give you a customized solution with a complete disclosure. Past performance does not indicate future results. As you know, no one can predict the future. Thus, any forecast in this material is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the material and may not be valid, may change, and/or may not be true any longer as time passes. The Form ADV Part 2A for CWM contains detailed disclosures regarding our services and fees, along with applicable conflicts and how we address such conflicts. A copy of our Form ADV can be obtained by calling (310) 824-1000 or from adviserinfo.sec.gov. This material is for information purposes only and not intended as an offer or solicitation with respect to the purchase or sale of any security. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss during periods of declining values. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.