Join us in person to learn how to retire tax-free without giving up your home or lifestyle!About this Event
The Tax Free Exit: Retiring Without Downsizing
The math behind tax-free income and longevity planning.
⚠️ STRICTLY LIMITED TO 18 SEATS This event is held in our Private Executive Boardroom. Once the 18 seats are reserved, we cannot accept walk-ins.
Retirement isn't an age. It's a math problem. And right now, the variables (Taxes, Inflation, Market Risk) are working against you.
Most people have a "Accumulation Plan" (Saving money). Very few have a "Distribution Plan" (Spending money).
In this session, we will answer:
- The Tax Trap: Why your 401k might be a ticking tax bomb, and how to defuse it.
- The Longevity Risk: How to guarantee you never run out of money, even if you live to 100.
- The "0% Floor": How to participate in market gains without participating in market losses.
Event Venue
Mortgage Experts, 9500 Medical Center Drive, Upper Marlboro, United States
USD 0.00







