Savvy IRA Planning for Boomers:
Tax-Saving Strategies to Help You Get More Out of Your IRA

Avoid costly mistakes. Learn how to create a tax-efficient withdrawal
plan and a tax-efficient Roth IRA conversion strategy.

A sound distribution strategy (a plan for taking money out of your retirement accounts) is just as important, if not more so, than saving.

One of the problems in IRA planning is that the tax rate on your future distributions is unknown. With high national debt, unbalanced budget, and fiscal troubles for many programs like Social Security and Medicare, tax rates could go up across the board. Watch our webinar to learn the key issues:

Your assets may have to last you 20-30 years, or even longer. Getting money into your retirement accounts is only the first half of the story. Coming up with an efficient way of taking those funds out, and avoiding costly mistakes, is the other half. This is far easier said than done.

Meet the Presenter

Crystal Oculee

Chief Financial Strategist

Crystal Oculee is a fiduciary wealth manager and a national financial motivational speaker. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine. She is the author of Money Confidence: Advice for Women to Take Control of Their Financial Freedom Now.

Watch the Webinar Now

Fill out your information, and we will send you our on-demand webinar.

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All rights reserved.

Confidence Wealth Management LLC (CWM) is an SEC registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the NV Department of Insurance, license no. 3558680. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. Consult with an attorney or CPA for usage of tax or legal concepts. This material may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. Pursuant to IRS Circular 230, the material is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Any information given is to be considered general, and nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth advisor that can understand your unique situation and give you a customized solution with a complete disclosure. Past performance does not indicate future results. As you know, no one can predict the future. Thus, any forecast in this material is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the material and may not be valid, may change, and/or may not be true any longer as time passes. Also, the Form ADV Part 2A for CWM contains detailed disclosures regarding our services and fees, along with applicable conflicts and how we address such conflicts. A copy of our Form ADV can be obtained by calling (310) 824-1000 or from adviserinfo.sec.gov. This material is for information purposes only and not intended as an offer or solicitation with respect to the purchase or sale of any security. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss during periods of declining values. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. 

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