Tax-Free Retirement

Join us for the very first session of Smart Money Moves! In this meetup, we’ll dive into one of the most powerful — yet often overlooked — financial strategies: how to build a tax-free retirement.

Our host will give a short presentation covering key concepts, including:

The difference between tax-deferred and tax-free accounts

How Roth IRAs, Roth 401(k)s, and life insurance strategies can create tax-free income

Common myths and mistakes to avoid

Real-world scenarios for different income levels

After the talk, we’ll open the floor for discussion — bring your questions, ideas, and experiences!

Whether you're just starting to plan or already thinking ahead to retirement, this is a great opportunity to learn practical tips and connect with others on the same journey.

No sales, no pressure — just education and community. We look forward to meeting you!