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May 08, 2024

Evidence-Driven Planning™

Discover how Focus minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.

How can Evidence-Driven Planning™ benefit your portfolio and future wealth?

In this webinar, you will learn three scientifically-based planning methods Focus uses to minimize future taxes as part of our Evidence-Driven Planning™ process, including:

  • Designing tax-efficient portfolios through asset location
  • Managing tax brackets through Roth conversions during early retirement years
  • Optimizing tax efficiency of charitable gifting strategies

Category

Tax Strategies

Content Topics

About the Author

Ken Rosenbaum

Senior Wealth Advisor

Connecting with clients isn’t just part of the job for Ken. He is proud when he’s able to work alongside his clients and their families, applying a holistic approach to wealth management and an investment philosophy to help them make financial decisions that can enhance their lives. Life planning is financial planning done well. Ken is passionate about helping you align your money with what is most important in your life and bring your dreams alive.
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