In this FREE webinar, you'll learn how financially successful (pre)retirees shield their nest egg from rising taxes and unpredictable market swings, so their income stays stable for life.

Evaluate the impact of the latest tax law changes
Learn how potential upcoming tax increase may affect your 401(k), IRA, Social Security, and investment withdrawals and what steps you can take now to reduce your lifetime tax bill.
Know if you have enough money to retire
Get a simple framework to know how long your money will last, and determine whether you're financially ready to retire.
Maximize your Social Security income
Discover the optimal time to claim benefits, how to use spousal and survivor strategies, and how to avoid having up to 85% of your Social Security taxed.
Avoid the three major pitfalls of retirement distribution
Withdrawing money during market downturns
Paying unnecessary taxes
Running out of money because of longer life expectancy
These are the pitfalls that financially hurt most retirees.
Evaluate whether a Roth Conversion is right for you
Understand when converting to a Roth makes sense, how it can reduce future taxes, and how to do it strategically without jumping into a higher tax bracket.

This webinar is for educational purposes only and does not constitute tax, legal, or investment advice.
© 2025 by SADA Global Financial