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Mon, Oct 30


Grape Wealth Management

Tax Planning

Tax Planning Season (Oct, Nov, Dec) Join us for a fun and insightful class where we'll dive into the art of protecting and growing your wealth during retirement. Nothing goes better with learning than a fresh cup of coffee and warm bagels to start your day!

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Tax Planning
Tax Planning

Time & Location

Oct 30, 2023, 10:00 AM – 11:30 AM

Grape Wealth Management, 31285 Temecula Pkwy suite 235, Temecula, CA 92592, USA

About the event

Tax Planning Season is Here!

As we approach the final months of the year, it's time to gear up for tax planning season. Join us for an enlightening wealth class where we'll dive deep into essential retirement tax planning strategies, including Prop 19, Roth conversions, and other ways to save on taxes during your retirement years.

During this class, we'll demystify the complexities of tax planning and focus on maximizing your retirement benefits. Our expert team will guide you through the intricacies of Prop 19, shedding light on how this new law impacts your estate planning and property tax transfers.

Additionally, we'll explore the benefits of Roth conversions, a powerful tool for tax optimization during your retirement years. Learn how to strategically move funds from your traditional IRA or 401(k) into a Roth account, potentially reducing future tax liabilities and ensuring tax-free growth.

Don't miss this exclusive opportunity to learn from our seasoned professionals and discover tax-saving strategies tailored to your individual needs. We believe that informed decision-making is the key to financial success in retirement.

Whether you're already enjoying your retirement or just beginning to plan for it, understanding tax implications is crucial for optimizing your wealth. We'll cover various tax-efficient strategies to help you make the most of your retirement funds while safeguarding your financial future.

Secure your spot in this informative wealth class today and get ready to take control of your tax planning.

To RSVP or for more information, contact us at [Insert Contact Details].

Let's navigate the world of taxes together and pave the way for a financially secure retirement!

Best regards,

Grape Wealth Management

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