Tax Strategies for Keeping More Wealth in Your Family

Effective wealth planning isn’t just about growing your assets— it’s about preserving them for the people and causes that matter most. Designed for affluent retirees with $2 million or more in investable assets, this seminar explores tax-efficient retirement income, wealth transfer strategies, estate planning considerations, and ways to help reduce the impact of taxes on future generations. This class is presented by Zachary Armstrong, CFP® and Vince Carson, CPA, CFP®.

Disclaimer:

Sage Rutty does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.  To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided…