Mario Castellon, CPA, CGMA, MST的动态

Hello, Friends and Colleagues! Join us for our upcoming Retirement and Tax Planning Webinar on July 9th at 6:00 PM PT. Gain insights into retirement plans tailored for business owners, learn about plan options, tax advantages, and make strategic decisions for your business's future. ?? Here's the Zoom link to join:?https://lnkd.in/gUgW-CQf Don't miss out—see you there! #RetirementPlanning #TaxPlanning #BusinessOwners #Webinar #Castellon

Good day! Join us for our Retirement and Tax Planning Webinar today, July 9th at 6:00 PM PT. Discover tailored retirement plans for business owners. Explore plan options, tax benefits, and make strategic decisions for your business's future. ?? Here's the Zoom link to join: https://lnkd.in/gUgW-CQf Meeting ID: 896 8219 1619 Passcode: 239926 See you there! #RetirementPlanning #TaxPlanning #BusinessOwners #Webinar #Castellon

Good day! Join us for our Retirement and Tax Planning Webinar today, July 9th at 6:00 PM PT. Discover tailored retirement plans for business owners. Explore plan options, tax benefits, and make strategic decisions for your business's future. ?? Here's the Zoom link to join: https://lnkd.in/gUgW-CQf Meeting ID: 896 8219 1619 Passcode: 239926 See you there! #RetirementPlanning #TaxPlanning #BusinessOwners #Webinar #Castellon

Discover the power of tax diversification and how it can help you create a more efficient retirement strategy! In this video, we break down the different types of accounts—taxable, tax-deferred, and tax-free—and explain how balancing them can reduce your tax burden and increase your income flexibility in retirement. Don’t let taxes take more than their share—learn how to diversify wisely!

What's your retirement account REALLY worth? #retirement #taxes Let us know if you would like a second opinion if you're doing all you can do to limit taxation in retirement!

Tax Tip Tuesday by Jeremiah Baba Pagano, Esq. Utilize Retirement Plans as a strategic financial move that offers benefits to both the business and to your employees. By maximizing contributions to tax-advantaged retirement plans, your businesses can significantly reduce the taxable income of owners and employees while creating a financial cushion for the future. This offers a holistic approach to your business planning. For more information or other tax inquiries, please contact us at 619.298.2880 or email Jeremiah at [email protected]. #taxattorney #jackolg #retirementplans

Interested in how to turn 529 plans into Roth IRAs? Watch this video to learn the 4 rules on how to perform this magic. For more information on other tax planning tips for retirement, visit?https://lnkd.in/e74VhFxc #leadagreatlife #bestisyettocome

This is a powerful strategy most folks get tripped up on. Your tax strategy can change dramatically during your accumulation years up to retirement. In partnership with your tax professional, we can help structure your investments and retirement distributions for tax efficiency. Let's chat about this.

Tax Tip Tuesday by Jeremiah Baba Pagano, Esq. LL.M Utilize Retirement Plans as a strategic financial move that offers benefits to both the business and to your employees. By maximizing contributions to tax-advantaged retirement plans, your businesses can significantly reduce the taxable income of owners and employees while creating a financial cushion for the future. This offers a holistic approach to your business planning. For more information or other tax inquiries, please contact us at 619.298.2880 or email Jeremiah at [email protected]. #taxattorney #jackolg #retirementplans

Taxes throughout retirement can be tricky, but there are solutions that can help ease your tax burden. Check out the video below and learn about one of our best tips for managing your assets and tax bracket efficiently. If you’re interested in pursuing this option, or need other tax analysis and retirement planning advice, visit this link to schedule a call with Chris Holcomb (https://lnkd.in/epzUE8qc) To view the entire video presentation of this webinar, please visit the video library on our website. (https://lnkd.in/e7aw3WQ8)