Description
Taxes are front and center on the minds of most successful professionals, executives, and business owners. While many are familiar with how to diversify their investment portfolio, they may not be aware that by diversifying their tax position, they can make a realize a significant impact on the tax consequences on their income in retirement.
With more than 60,000 clients we'll bring you the best of what we've learned in diversifying your retirement funds for tax efficiency.
Join us to learn the basics of tax diversification and how different account types may affect retirement income. Understand the role of taxable, tax-deferred, and tax-free assets in retirement planning.
We've squeezed a lot of insights into an easy to understand 10-minute webinar!
This material is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. All charts are for illustrative purposes and are not intended to suggest a particular course of action or represent the performance of any particular financial product or security.
Tanya Melissa Gonzalez is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Drive, Ste 110, Irvine CA, 92606, (909)399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. CA Insurance License Number - 0M07211. 9066488.1 Exp. 8/26