I’m Laryssa Freeman, CFP® and I invite you to learn how to potentially save money on taxes in retirement and better protect your seven-figure nest egg with straight advice from someone who does this with her own clients.
In this FREE educational video you will learn advanced strategies for diligent investors, timed for your unique situation, with options you may not have considered for your own retirement. Enter your details below to access:
- How to reposition assets for tax free growth.
- The big myth of delaying distributions from your seven-figure retirement plan until your required beginning date.
- Why leaving your retirement accounts to your heirs may be a ticking time bomb, especially if you are single.
Meritage Wealth Management LLC (“MWM”) is a registered investment advisor offering advisory services in the state of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and should not be relied upon for purposes of transacting securities or other investments. Meritage Wealth Management LLC does not warrant that the information will be free from error. Your use of the information is at your sole risk. All views, expressions, and opinions included in this communication are subject to change. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. MWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall MWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if MWM or a MWM authorized representative has been advised of the possibility of such damages. The information provided is not intended to be a substitute for specific individualized tax planning or legal advice. We suggest that you consult with a qualified tax or legal advisor.