Smart Tax Strategies: Proactive Planning for Greater Savings

📍 THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/J-YidYyATZ-StyCi540XCg

Gain peace of mind and take control of your financial future with proactive tax planning. In this focused and informative session, you’ll learn how smart, strategic moves today can create more stability, security, and freedom in retirement.

Here’s what you’ll discover:

• Transform Your Cash Flow & Boost Confidence
Learn how to strategically sequence withdrawals and manage your Modified Adjusted Gross Income (MAGI) to stay in lower tax brackets, avoid costly IRMAA surcharges, and keep more of what you’ve earned.

• Protect Your Income & Strengthen Financial Security
Understand how Social Security benefits are taxed and explore proven strategies—like Roth conversions, Qualified Charitable Distributions (QCDs), and municipal bonds—to minimize what goes to the IRS and Medicare.

• Build Lasting Freedom Through Smart Planning
Create a year-round tax-efficient plan by timing IRA distributions, charitable giving, and investments wisely—so you can focus on enjoying your retirement, not stressing over taxes.

By the end of this session, you’ll walk away with a clear, actionable roadmap to minimize taxes, maximize income, and feel more confident about your financial future.

Ready to make your money work smarter for you?
👉 Reserve your spot today and take the first step toward a tax-smart, financially confident retirement! https://us06web.zoom.us/meeting/register/J-YidYyATZ-StyCi540XCg

✔ Want personalized guidance? Book a complimentary discovery session for one-on-one tax planning support. 📌 Book Your Discovery Session

Asta Sanders, Presenter and Organizer
Asta Sanders has 25 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER, an Enrolled Agent, and a Certified Private Wealth Advisor.

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