Smarter You: Practical Tax Strategies in a Post-OBBBA World

https://briofg.zoom.us/j/4152153282
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Hosted by Jamie Alpaugh, Wealth Advisor at Brio Financial Group and Vivian Segura Associate Wealth Advisor. Jamie brings deep experience in retirement income planning, tax-efficient investment strategy, and helping clients connect the dots between today’s decisions and long-term outcomes.

In this session, we’ll cover:
• Where people usually overpay in taxes without realizing it
• How tax planning decisions change over time
• The role of Roth, traditional retirement, and taxable accounts
• Strategies for coordinating investments and taxes
• Key considerations as you approach or enter retirement
• Common myths and misconceptions around taxes

You’ll walk away with practical ideas you can use now, not just theory. Join us https://briofg.zoom.us/j/4152153282?omn=83152730745 Meeting ID: 415 215 3282

 

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.