Broker Check
19 Jan
The Tax Journey: Accumulation to Wealth Transfer


Did you realize you are on a tax journey throughout your life? This webinar will help you make tax-efficient decisions along the way. The journey starts in the accumulation phase, where you can defer taxes through contributions to employer-sponsored accounts like 401(k)s, flexible spending accounts (FSAs), health savings accounts (HSAs), and individual retirement accounts (IRAs). Next, you can control the tax impact of your investments throughout your life. Finally, you can also make important tax decisions during the distribution and wealth transfer phases of your life.

This webinar will help you:

  • Understand the three stages of the tax journey and get strategies for each
  • Maximize controllable elections to potentially reduce income taxes
  • Consider taxes when creating an efficient retirement income plan
  • Think about wealth transfer and make informed decisions about beneficiaries

If you have questions about the event, please contact us at


Date and Time

Tue, Jan 19, 2021

11:00a - 12:00p PST


Virtual Event via Webex Webinar


Click the green "Register" link above to enter your contact information to RSVP for the event. You will receive additional instructions in your confirmation email; please follow the instructions to ensure you will be able to participate in the event.


Event Registration