--- title: "Maximizing Wealth for Realtors: Retirement Planning & Tax Mitigation Strategies" description: "Join us for our next webinar: Maximizing Wealth for Realtors: Retirement Planning & Tax Mitigation Strategies | Tuesday, November 11 @ 11:00 AM ET" image: https://blog.wealthstonegroup.com/hubfs/WS-Nov11-2025.jpg --- - Client Portal [![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/) [![Wealthstone-logo-gold](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://blog.wealthstonegroup.com/) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - 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Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) 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** 1. **Retirement Planning for Realtors** Understand which retirement plans best fit your income and business model — including SEP IRA, SIMPLE IRA, and Solo 401(k). 2. **Business Structuring for Tax Efficiency** Learn how to structure your income to minimize taxes and see real-world examples of how different setups impact your annual tax bill. 3. **Advanced Tax Strategies for High-Earning Agents** - Leverage 100% bonus depreciation for maximum write-offs - Lower AGI using Intangible Drilling Costs (IDCs) through oil & gas partnerships - Use Roth IRA conversions with real estate development projects to lower tax exposure - Defer and reduce capital gains with Qualified Opportunity Zones (QOZs) - Utilize charitable land donations to reduce AGI **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](https://blog.wealthstonegroup.com/hs-fs/hubfs/Paulo-Headshot.jpg?width=1042&height=1042&name=Paulo-Headshot.jpg) Paulo Aguilar, CFA, CAIA Partner | Senior Investment Advisor ![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png) ![Lou-Headshot](https://blog.wealthstonegroup.com/hs-fs/hubfs/Lou-Headshot.jpg?width=1042&height=1042&name=Lou-Headshot.jpg) Louis Tucci Partner | Senior Investment Advisor ![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=5263&height=1000&name=Gold-Logo-1.png) *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.* Topics: [Webinar](https://blog.wealthstonegroup.com/events/tag/webinar) #### Share this [Share on X](https://x.com/intent/post?url=https://blog.wealthstonegroup.com/events/maximizing-wealth-for-realtors-retirement-planning-tax-mitigation-strategies&text=Maximizing+Wealth+for+Realtors%3A+Retirement+Planning+%26amp%3B+Tax+Mitigation+Strategies) [Share on Facebook](https://www.facebook.com/sharer/sharer.php?u=https://blog.wealthstonegroup.com/events/maximizing-wealth-for-realtors-retirement-planning-tax-mitigation-strategies&t=Maximizing+Wealth+for+Realtors%3A+Retirement+Planning+%26amp%3B+Tax+Mitigation+Strategies) [Share on LinkedIn](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthstonegroup.com/events/maximizing-wealth-for-realtors-retirement-planning-tax-mitigation-strategies&t=Maximizing+Wealth+for+Realtors%3A+Retirement+Planning+%26amp%3B+Tax+Mitigation+Strategies) ### Register Here ![Wealthstone-Logo-GoldWhite-2-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. 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