407-937-0707
Monday - Friday 9 a.m. - 5 p.m.
1091 W. Morse Blvd., Suite 200
Winter Park, Florida, 32789
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Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789
Learn 15 tax mitigation strategies to keep more of what you earn, save and invest, freshly updated for anticipated political and tax law changes. Register or more info at www.Nest-Ed.com/retire
Section 1: How much is enough?
Section 2: Tax Mitigation
Section 3: Lifestyle Planning
Section 4: Retirement Account Contributions & Distributions
Section 5: Rollovers and Beneficiaries
Section 6: Effective and Efficient Estate Planning
Section 7: Pensions, Social Security and Retirement Income Sources
Section 8: Investment Strategies
Section 9: Asset Protection & Longevity Planning
Section 10: Pulling It All Together
The second session for this course will be on February 4th.
Instructors:
David Witter
Kellen Williams
This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.
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