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.
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!
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.
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.
Securities and advisory services through LPL Financial, a registered investment advisor, Member FINRA & SIPC. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.
Aquest Wealth Strategies and LPL Financial do not provide tax advice or legal advice/services. Please consult your tax or legal advisor regarding your specific situation.
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.
Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IN,IL,TX,MI,NC,AZ,VA,FL,OH,CO