VIDEO REPLAY

In this webinar, Wesley Boudreaux, financial advisor with The Retirement Group, will discuss tax strategies for corporate employees. One tax strategy called 72(t) will be emphasized as it allows IRA owners under a certain age to access their savings and potentially avoid a penalty. You’ll learn how to avoid common tax mistakes in retirement.

HERE ARE SOME ADDITIONAL RESOURCES YOU MAY FIND HELPFUL:

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HEAD OVER TO OUR BLOG TODAY

We have a large selection of helpful blog posts that address a wide range of topics:

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HEAD OVER TO OUR LIBRARY TODAY

Here you will find more free ebooks as well as a library of video webinars hosted by TRG advisors

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Looking For More Information? Check Out These Popular Ebooks

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What To Do With An Early Retirement Offer

Many companies offer employees early retirement packages to encourage them to leave. In this book, we address what could be included in an early retirement offer, & how an early retirement offer would affect your retirement savings?

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Lump-Sum Option Vs. Annuity

In this ebook, we'll evaluate how interest rates potentially affect your pension lump-sum payout, how you can potentially recreate a paycheck in retirement & how to minimize taxes and penalties during the retirement planning process.

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Choosing A Financial
Advisor

This ebook discusses how to determine the type of advisor and experience needed to handle your situation, qualifications needed, knowing your options, and how would you describe a typical advisor.

Learn More About Our Retirement Advisors & Support Team

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Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients 

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients 

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Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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Patrick Ray RICP®

SVP, Financial Advisor at Wealth Enhancement 

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kevin-landis

Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron (1)

Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

Client Services Manager at Wealth Enhancement 

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Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement 

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista-Knittel

Krista Knittel

Senior Client Services Associate
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Ethan McDonald

Client Services Associate
Brendan-Wolf

Brendan Wolf

Client Services Associate