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 Aguilar, CFA, CAIA
Partner | Senior Investment Advisor
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.