7 Most Common Mistakes Made By Retirees And How To Avoid Them
· Protect Your Savings from Taxes and Penalties · Safeguard Your Wealth Against Market Uncertainty · Ensure You Don’t Outlive Your Savings
- Protect Your Savings from Taxes and Penalties
- Safeguard Your Wealth Against Market Uncertainty
- Ensure You Don’t Outlive Your Savings
Webinar Schedule
This Thursday at
6:30 pm PST
Host: Anthony A. Saccaro, ChFC, J.D., Esq.
Named by Forbes as a top financial leader in California, Anthony has helped individuals secure their finances and retirement since 1999. A regular contributor to CNBC and Fox Business Network, he also hosts the Providence Financial Retirement Show. His insights appear in major publications like The Wall Street Journal and USA Today, and he authored the Amazon best-seller More Life Than Money.
Live Chat Q&A
Live chat is limited to 100!
What You’ll Learn in This Must-Attend Webinar
🔴 Mistake #1: Not Knowing How The New “SECURE ACTS” Will Impact Your Retirement Accounts
🔴 Mistake #2: Missing a Required Minimum Distribution
🔴 Mistake #3: Not knowing the IRA / 401(k) rollover rules that could cause Immediate Taxation
🔴 Mistake #4: Not knowing the secret to converting your retirement account to TAX-FREE INCOME
🔴 Mistake #5: Not moving 401(k), 403(b), and TSP plans to more flexible IRAs
🔴 Mistake #6: Ignoring the “I”
🔴 Mistake #7: Not exploring your options and possibilities
…and much more!
🚀 Bonus for Attendees:
✅ FREE Customized Retirement Risk Report ($2,500 value!)
✅ Q&A Session with an Industry Expert
Join us for our exclusive webinar where we reveal:
7 Retirement Mistakes That Could Cost You Thousands!
Financial planning doesn’t have to be overwhelming—but costly mistakes could put your retirement at risk.
We specialize in helping retirees protect their wealth, minimize taxes, and maximize their retirement income.
- The SECURE Act Changes: How new laws impact your retirement accounts and RMDs
- Rollover Rules & Penalties: Avoid costly tax mistakes when moving IRA & 401(k) funds
- The IRS Tax Trap: Learn how to convert retirement accounts into TAX-FREE INCOME
- Protecting Your Beneficiaries: Why improper planning could cause legal issues
- The 401(k) & TSP Dilemma: Why moving funds to an IRA might be the smarter choice
- Market Volatility & Retirement: How to safeguard your income from downturns
Anthony is a nationally recognized financial expert with over 25 years of experience in conservative retirement planning. As a fiduciary financial advisor, he is dedicated to helping retirees navigate complex financial decisions while keeping their best interests at heart. His expertise has helped countless Baby Boomers and retirees preserve their wealth, reduce tax burdens, and create sustainable income strategies.
Why this Webinar is a Must Attend:
- Avoid Costly Penalties and Taxes: Stay informed on recent RMD changes with our guidance to avoid penalties and tax issues, protecting your retirement savings.
- Stay Current with Evolving Regulations: Learn about the latest changes in regulations and rules affecting your retirement accounts to ensure you’re making the most informed decisions.
- Receive Expert Insights and Personalized Advice: Benefit from advice directly from financial experts, who can provide clarity on complex topics and answer your specific questions for better financial planning.
Are you a hard working baby boomer seeking a worry-free retirement?
- Simplify your financial life: We'll handle the complexities so you can focus on what matters most.
- Maintain your lifestyle: We'll create a plan to help ensure your retirement income supports your desired lifestyle.
- Empower your decisions: We'll provide the information and guidance you need to make confident choices.
- Build a lasting legacy: We'll help you create a financial strategy that reflects your values and goals.
About The Host
Anthony A. Saccaro, ChFC, Esq., is a recognized financial leader in California, honored by Forbes in 2013, 2015, and 2019. Founder of Providence Financial & Insurance Services (1999) and Anthony Saccaro Law (2020), he is both a financial planner and attorney dedicated to educating clients on investment strategies, retirement planning, and financial security.
His bestselling book, More Life Than Money – How Not to Outlive Your Savings, released in 2023, helps readers avoid financial pitfalls in retirement. A frequent guest on major media outlets like CNBC, Yahoo Finance, and FOXBusiness, he also hosts The Providence Financial Retirement Show on KNX AM 1070.
Outside of work, he enjoys golf, family travel, and studying the Bible with his wife Anca and their two children, Aiden and Audria.
Secure Your Future with Providence Financial & Insurance Services
Empowering You with the Knowledge and Strategies to Maximize Your Retirement Income