Avoid the Little Known Tax Mistakes
That Could Cost You Thousands!
Tuesday, November 17, 2020 at 5:00 p.m. Eastern
Avoid the Little Known Tax Mistakes
That Could Cost You Thousands!
Discover why NOW gives you the best chance to secure your retirement!
- Avoid the 3 most common retirement pitfalls
- The 4 Pillars of an Abundant Retirement
- Learn the 5 little known retirement myths and costly mistakes that follow
- Learn how to take advantage of the NEW IRS-approved tax savings opportunities
- The HIDDEN TAX on IRAs and 401(k)s that almost no one is talking about
- How the SECURE Act and CARES Act have created tax landmines and goldmines
- The outside forces that make it harder to NOT run out of money and the SIMPLE steps to take TODAY
- See how the 80% Lifestyle Myth may be leading you to miss out on a better life
Join Us For This BRAND NEW 60-Minute LIVE Online Educational Webinar.
Tuesday, November 17, 2020
at 5:00 p.m. Eastern
Join Us For This BRAND NEW 60-Minute LIVE Online Educational Webinar.
Tuesday, November 17, 2020
at 5:00 p.m. Eastern
Discover why NOW gives you the best chance to secure your retirement!
- Avoid the 3 most common retirement pitfalls
- The 4 Pillars of an Abundant Retirement
- Learn the 5 little known retirement myths and costly mistakes that follow
- Learn how to take advantage of the NEW IRS-approved tax savings opportunities
- The HIDDEN TAX on IRAs and 401(k)s that almost no one is talking about
- How the SECURE Act and CARES Act have created tax landmines and goldmines
- The outside forces that make it harder to NOT run out of money and the SIMPLE steps to take TODAY
- See how the 80% Lifestyle Myth may be leading you to miss out on a better life
Meet Your Speaker
Rick Wright is a nationally-recognized Financial Educator, Author, Speaker and Retirement Planner, whom you may have seen on or in CBS, NBC, ABC, Fox network affiliates, Wall Street Journal’s Market Watch, Value Investing News, Pittsburgh Post Gazette, among others.
Wright is the Co-Author of RETIRE ABUNDANTLY. As the Founder and President of Coastal Tax Centers, LLC, a Tax Planning firm in Savannah, Georgia, he and his team help business owners, executives and professionals reduce taxes, upgrade their lifestyle and preserve, protect and pass on a lasting legacy. When Rick is not helping clients enjoy a care-free retirement, he enjoys golf, fishing, and giving time to further the mission of his local church.
This webinar answers the most pressing questions retirees want to know!
Tuesday, November 17, 2020 at 5:00 p.m. Eastern
- Meet newly-retired Jerry and Rita and see how they upgraded their lifestyle and eliminated taxes
- See how vulnerable your lifestyle may be to income tax rate increases and steps you can take TODAY
- How Investment Friction may be silently (and needlessly) draining your savings
- The 50 year old strategy to possibly avoid CAPITAL GAINS taxes on appreciated stock and real estate
- The 5-fold legal foundation every retiree should have NOW
- Chief Justice Warren Burger's half-a-million-dollar mistake and how to avoid it
- The SIMPLE technique to easily know whether your assets are RED, YELLOW or GREEN for tax purposes (it matters)
- The 17-Point Wealth Assessment and how it may help you discover hidden pitfalls and missed options
Meet Your Speaker
Rick Wright is a nationally-recognized Financial Educator, Author, Speaker and Retirement Planner, whom you may have seen on or in CBS, NBC, ABC, Fox network affiliates, Wall Street Journal’s Market Watch, Value Investing News, Pittsburgh Post Gazette, among others. Wright is the Co-Author of RETIRE ABUNDANTLY. As the Founder and President of Coastal Tax Centers, LLC, a Tax Planning firm in Savannah, Georgia, he and his team help business owners, executives and professionals reduce taxes, upgrade their lifestyle and preserve, protect and pass on a lasting legacy. When Rick is not helping clients enjoy a care-free retirement, he enjoys golf, fishing, and giving time to further the mission of his local church.
This webinar answers the most pressing questions retirees want to know!
Tuesday, November 17, 2020 at 5:00 p.m. Eastern
- Meet newly-retired Jerry and Rita and see how they upgraded their lifestyle and eliminated taxes
- See how vulnerable your lifestyle may be to income tax rate increases and steps you can take TODAY
- How Investment Friction may be silently (and needlessly) draining your savings
- The 50 year old strategy to possibly avoid CAPITAL GAINS taxes on appreciated stock and real estate
- The 5-fold legal foundation every retiree should have NOW
- Chief Justice Warren Burger's half-a-million-dollar mistake and how to avoid it
- The SIMPLE technique to easily know whether your assets are RED, YELLOW or GREEN for tax purposes (it matters)
- The 17-Point Wealth Assessment and how it may help you discover hidden pitfalls and missed options
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