Hi [First Name],

Taxes are one of the few things you can plan—and win—with the right moves made at the right time. We’re hosting a practical, forward-looking workshop that focuses on reducing lifetime taxes, not just this year’s bill.

Future-Proof Your Taxes: Smart Moves to Keep More in Retirement
When: [Day, Date | Time | Timezone]
Where: [Location or Zoom link]
RSVP: [Register Link]

In 60–90 minutes, you’ll learn how to:

• Use Roth conversions (and backdoor/mega-backdoor options) wisely

• Avoid tax cliffs tied to Medicare (IRMAA), Social Security, NIIT, and ACA

• Build flexibility with the right mix of Traditional, Roth, Taxable, and HSA dollars

• Leverage 401(k) and workplace plan features, including in-plan Roth and in-service rollovers

• Consider SEPP (72(t)) for early-retirement income bridges

• Place the right investments in the right accounts for better after-tax returns

You’ll leave with a Tax Flexibility Map and a simple 30-day action plan.
Seats are limited—please reserve yours here: [Register Link]

If you’d like a personalized review after the workshop, we’re offering a complimentary 20-minute Tax-Fit Session. Just bring your last two tax returns and current account statements.

See you there,

Gil Wiseman, MBA

CERTIFIED FINANCIAL PLANNER®
Head of Planning
Strait & Sound Wealth Management
Phone:(503) 860-2709
Email: gwiseman@straitandsound.com
Website: www.straitandsound.com/

Compliance note: This workshop is educational and not individualized tax or legal advice. Please consult your CPA or attorney about your specific situation.