We can't wait for you to join us for

CONNECTION & COLLABORATION!

Our Virtual Meeting begins at 11:30 AM (Pacific Time) 

Our agenda includes multiple opportunities for you to share about yourself and your business.

Speaker:  Sierra Watts

Tax Diversification in Retirement

Taxes play a pivotal role in shaping your retirement distribution strategy and influencing how long your retirement savings will last. In this webinar, we’ll dive deep into why incorporating tax planning into your retirement strategy is essential for maximizing your financial security. You’ll learn about different types of tax-advantaged accounts and how to strategically withdraw from them to reduce your tax burden. We’ll also cover how to avoid common tax pitfalls that can deplete your nest egg faster than expected. Beyond optimizing your income, we’ll discuss proven strategies to protect your assets throughout your retirement years, ensuring you maintain financial stability and leave behind a lasting legacy for your loved ones.

Equip yourself with the knowledge and tools to confidently navigate your financial future, preserve your wealth, and make the most of your retirement!

Tax-efficient withdrawal strategies – You will learn how to strategically withdraw from tax-advantaged accounts to minimize taxes and make their retirement savings last longer.

Avoiding costly distribution mistakes – You will gain insights into common pitfalls that could erode your nest egg and how to avoid these traps for a more secure retirement.

Asset protection and legacy planning – Attendees will discover strategies to safeguard their assets throughout retirement, ensuring financial stability and leaving a lasting legacy for future generations.

Sierra’s Bio:

I am a Financial Representative dedicated to expanding access to financial education and literacy, with a special passion for empowering fellow women to take control of their financial futures. Through personalized guidance, I strive to help clients make informed financial decisions that align with their goals. Outside of work, I love spending time outdoors, exploring the mountains, or relaxing with a good book and a cup of coffee in the sun. My mission is to blend financial empowerment with a love for life’s simple joys.

Connect with Sierra

https://www.pacificadvisors.com/getorganized

https://www.linkedin.com/in/sierra-watts-556a768b/