The Tax Advantage: Proactive Planning for Bigger Savings

📍 THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/IgmcthhUR82SOTqhZv7N6Q

Unlock greater peace of mind and maximize your retirement income with proactive tax planning. In this concise webinar, you’ll discover how strategic moves today can transform your financial life—delivering the stability, security, and freedom you deserve:

• Transform Your Cash Flow & Confidence: Learn to sequence your withdrawals and manage MAGI so you stay in lower tax brackets, avoid costly IRMAA surcharges, and keep more of every dollar you withdraw.
• Achieve Lasting Stability & Security: Master Social Security taxation rules—understand provisional-income thresholds and employ Roth conversions, QCDs, and muni bonds to minimize what the IRS and Medicare take.
• Unlock True Financial Freedom: Build a year-round plan—timing IRA distributions, charitable gifts, and tax-efficient investments—so you can spend on what matters, not worry over what you owe.

By the end of this session, you’ll have a clear, actionable roadmap to optimize your taxes and confidently enjoy the retirement you’ve earned.

Reserve your spot today and take the first step toward a tax-smart retirement—register now!
https://us06web.zoom.us/meeting/register/IgmcthhUR82SOTqhZv7N6Q

Can’t wait to dive deeper? Schedule your complimentary discovery session today to get one‐on‐one guidance tailored to your exact situation.
📌 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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