Q&A Webinar Replay:

Tax Strategies

This insightful Q&A may change your approach to tax savings.

Discover actionable items that might help lower your taxes.

  • What happens if tax rates increase?
  • Can I convert and stay in my current tax bracket?
  • Will my tax rate be higher if I retire 10-15 years from now?
  • Will my children owe taxes on my retirement if they inherit it?
  • Does it make sense for me to complete a Roth conversion?
  • Will the current or future national debt play a role in the taxes I owe in retirement?
  • And more!

This webinar is laid out in layman's terms and easy to understand. Our speakers will speak in plain language to help you understand these complex tax issues.

Hosted by:

Crystal Oculee

Chief Financial Strategist at Confidence Wealth Management

  • Certified Tax Specialist®
  • Certified Income Specialist®
  • National Social Security Advisor®
  • Certified Estate and Trust Specialist®
  • Certified Annuity Specialist®
  • Certified Fund Specialist®

With guest:

Waldean Wall

VP, Advanced Markets & Solutions

  • 40 Years of Experience
  • MSFS from the Institute of Business & Finance
  • M.A. from Bethel University
  • Chartered Financial Consultant (ChFC) Designation
  • Enrolled Agent (EA) Designation
  • FINRA Series 7
  • 63 Securities Registrations

Confidence Wealth Management LLC (CWM) is a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. 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. CWM is a proud supporter and a member of the Better Business Bureau. Consult with an attorney or CPA for usage of tax or legal concepts. This presentation 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. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Therefore, any forecast in this presentation 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 presentation and may not be valid, may change, and/or may not be true any longer as time passes.Confidence Wealth Management LLC (CWM) is a California registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the California Department of Insurance, license no. 0K83183. 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. CWM is a proud supporter and a member of the Better Business Bureau. Consult with an attorney or CPA for usage of tax or legal concepts. This presentation 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. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth financial advisor. Past performance does not indicate future results. As you know, no one can predict the future. Therefore, any forecast in this presentation 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 presentation and may not be valid, may change, and/or may not be true any longer as time passes.

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