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: