Events

Maximizing Wealth for Realtors: Retirement Planning & Tax Mitigation Strategies

Live Webinar | Hosted by Wealthstone Group


When:
Tuesday, November 11 @ 11:00 AM ET

Real estate agents spend their careers helping clients build wealth through buying and selling real estate, yet many overlook how to build, protect, and preserve their own. Join us for a powerful session designed exclusively for real estate agents.

You’ll learn practical strategies to lower taxes, optimize income, and create long-term financial independence. This session will break down how to structure your business, retirement plan, and investment strategy, without losing focus on what you do best.

What You’ll Learn

  • How to structure your income for maximum tax efficiency
    • S-Corp vs. Sole Proprietor vs. Solo 401(k)
  • Retirement plan options built for Realtors
    • SEP IRA, SIMPLE IRA, and Solo 401(k)
  • Real-world examples showing how business structure impacts your annual tax bill
  • Five advanced tax-planning strategies for high-earning agents to reduce taxable income

Who Should Attend

  • Real estate agents and brokers earning six figures or more
  • Self-employed real estate agents seeking advanced tax-planning and retirement strategies
  • Team leaders and brokerage owners managing a team of agents
 

Presenters:

Paulo-Headshot
Paulo Aguilar, CFA, CAIA
Partner | Senior Investment Advisor
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Disclosure: Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Wealthstone Group and Arkadios are not affiliated through any ownership.

Register Here