One of the biggest mistakes we see people make is when they pay unnecessary taxes during retirement. Incorporating tax efficient strategies into your portfolio is key to pursuing your dream retirement. This workshop is going to show you how to outsmart Uncle Sam and potentially pay as little in taxes as possible during your golden years.
The current market is experiencing what’s called a “Roth IRA Goldilocks Moment”. Understanding how to utilize Roth Conversions in your portfolio could have a massive impact on the lifestyle you’re able to live during retirement. Come learn how you can potentially take advantage of this Goldilocks moment and how Roth Conversions can make your money work harder during retirement.
What you do with your social security benefits could make or break your retirement. Most Americans are unaware of the available strategies they can use to maximize their social security benefits. In this workshop, you’ll learn the secrets to making your social security TAX-FREE so you can retire with confidence!
As president of AQuest Wealth Strategies, Jason Van Duyn has dedicated himself to helping people work toward financial freedom. He started AQuest in the depth of the Great Recession, after witnessing the pain and hardship it cost his clients. His goal was simple: combine his personalized service model with sophisticated platforms. Almost a decade later, he’s helped thousands of clients pursue financial freedom using this approach.
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