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How Pre-Retirees Ages 55–65 With $500,000+ Saved Can Potentially Reduce Retirement Taxes—and Increase Spendable Income
Time-Tested Strategies to Potentially Minimize Taxes and Reduce Market Risk to your Retirement Wealth so you can Enjoy your Golden Years
Make Sure To Watch This Video First
What You're Going To Learn In This Webinar:
Income Clarity
See exactly how long your savings can sustain your lifestyle – and what adjustments could add potentially $1M-2M of retirement wealth.
Tax-Efficiency
Uncover where hidden taxes are eroding your retirement income and how to potentially save $100k+ in lifetime taxes.
Investment
Stacking
Evaluate your investment strategy to see if it's stacking effectively and allowing you to manage yearly returns WHILE still adding preservation.
MEET YOUR PRESENTER:
Michael Rosenberg
Retirement Planning & Tax-Efficient Income Strategies
Hi, I’m Michael Rosenberg. I help pre-retirees plan for retirement with clarity and confidence—whether that means growing and preserving wealth, reducing unnecessary taxes, or creating a tax-efficient retirement income distribution strategy designed to last.
I hold the CPFA® designation (National Association of Plan Fiduciaries) and the RFC® designation (International Association of Registered Financial Consultants). I’m a Registered Investment Advisor Associate with LPL Financial, hold Series 6, 26, 63, and 65 registrations through LPL Financial, and maintains Life & Health licenses.
What I enjoy most about this work is seeing people go from anxious and uncertain to confident and in control once they have a sound plan.
I’m a longtime resident of Livingston, NJ, married to my wife Jody, and we have four children. Outside the office, I’m an avid golfer—I was captain of my college team and have won four club championships.
If you’re approaching retirement and want a clear plan for the next phase, Click below to enroll in my upcoming workshop.
Credentials
• CPFA® • RFC®
• Series 6, 26, 63, 65
• Registered Investment Advisor Associate with LPL Financial
• Life & Health License
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax advice. Please consult your legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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