WEBINAR ENDED
Agenda
  • RMD Considerations: Identify the key factors and deadlines for Required Minimum Distributions (RMDs) from retirement accounts.
  • Roth Conversions: Explore the optimal strategies for converting traditional retirement accounts to Roth IRAs to maximize tax benefits.
  • Asset Volatility: Determine when to exclude volatile assets from retirement accounts to manage risk effectively.
  • Specialized Investments: Discover strategies to enhance stability and growth in your retirement portfolio.
  • Tax-Loss Harvesting: Learn techniques to minimize taxes on investment gains through tax-loss harvesting.
Presenter
1739226573-5593d327bfc5822e
Darren J. Vilardo
Owner
Knowledgeable and experienced Advisor, Customized Retirement Planning

I’ve been helping people just like you make informed, smart, decisions about their retirement plan and investments for almost 25 years.

Bad advice and poor investments costs you time and money, and some "financial salespeople" are just trying to sell you a complicated financial product or cookie cutter, one-size fits all portfolio instead of helping you implement a unique customized solution to your needs.

Retirement is a specialty, the stakes are high and mistakes are costly.
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