What You'll Learn
Master the tax strategies that wealthy investors use to minimize taxes inside IRAs, 401(k)s, and other tax-advantaged accounts—knowledge that can save you thousands each year.
Understand the hidden tax traps that drain your retirement savings and learn exactly how to sidestep them before they cost you money.
Walk away with a clear action plan you can implement immediately to optimize your tax-advantaged accounts and keep more of your hard-earned money.
Bring any questions about any topic. Learn from a group of like-minded individuals. More minds equal more ideas. Others have questions you may not have thought about.
Meet Your Instructors
Scott Ellsworth
CPA | Ellsworth & Associates, Inc.
Scott graduated from Heidelberg University with a bachelor's degree in accounting and computer science. He began his career with the CPA firm of Ernst and Young. Scott has been a CPA for 36+ years. He has also served as COO and CFO of numerous companies during his career. In addition to being a CPA, Scott has been an active real estate investor for 36+ years. He enjoys assisting real estate and business clients in tax and business strategies to lower taxes and increase wealth.
Bring your questions!
Prepare your questions in advance to make the most of this session! Whether it's related to the night's topic or your specific situation, send them to [email protected] or ask live during the Zoom session.