Mastering Your Wealth - Part 1 of 12
Click below to watch the ~10 minute presentation by Wealth Counselor Tom Piro, CFP®, Enrolled Agent
Strategies for Senior Professionals to Evaluate:
- Stock Options: Balance Investments and Taxes
- Evaluate Deferred Compensation
- Use Equity Compensation to Fund a Tax Free “Mega Backdoor Roth 401(K)"
Next Up in the Mastering Your Wealth Series:
- Part 2: High Impact Tax Strategies for Affluent Families to Evaluate [Tax Planning]
- Part 3: How to Optimize Your Concentrated Stock [Investments]
- Part 4: Why Investors Underperform the Market [Investments]
- Part 5: Strategies to Protect Yourself in a Growing Age of Scams and Fraud [Protection]
- Part 6: Critical and Often Overlooked Insurance Coverages for Affluent Families [Protection]
- Part 7: How to Protect Your Children’s Interests After Your Passing [Legacy]
- Part 8: Understanding Your Tax Return and Planning for the Future [Tax Planning]
- Part 9: Smart Things to Do When Markets Are Volatile [Investments]
- Part 10: Important Questions to Answer for Life’s Transitions [Wealth Planning]
- Part 11: Unexpected Risks to Your Wealth and How to Plan For Them [Wealth Planning]
- Part 12: How to Pull Everything Together in Retirement [Wealth Planning]
Have Questions? Contact Us.
Osborne Partners Capital Management, LLC
Clients@osbornepartners.com or 415-362-5637
www.osbornepartners.com
One Embarcadero Center, Suite 4100 - San Francisco, CA 94111
The opinions expressed herein are strictly those of Osborne Partners Capital Management, LLC (“OPCM”) as of the date of the material and is subject to change. None of the data presented herein constitutes a recommendation or solicitation to invest in any particular investment strategy and should not be relied upon in making an investment decision. There is no guarantee that the investment strategies presented herein will work under all market conditions and investors should evaluate their ability to invest for the long-term. Each investor should select asset classes for investment based on his/her own goals, time horizon and risk tolerance. The information contained in this report is for informational purposes only and should not be deemed investment advice. Although information has been obtained from and is based upon sources OPCM believes to be reliable, we do not guarantee its accuracy and the information may be incomplete or condensed. Past performance is not indicative of future results. Inherent in any investment is the possibility of loss.
Osborne Partners does not provide tax or legal advice. This presentation should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting with your legal and/or financial professional(s) in a one-on-one context whereby all the facts of your situation can be considered in their entirety.