Vincent Esparza

Managing Director, Esparza Group

Free Financial Speaker in Phoenix

  • The Trump Tax Code and your IRAS

    TOPIC CATEGORY: Financial

    How can the new tax code help? Tax brackets for single, and tax brackets for married filing jointly. Why convert from a traditional IRA to a Roth IRA? How Medicare affects your tax situation? Understanding the difference between investing during retirement and investing for retirement. Tips on what a balanced portfolio looks like. MORE >

    What alternatives for investing that you may have, i.e. Real estate, commodities, life insurance, fixed annuities, etc. Recap -IRA's often create tax problems during retirement, the new tax code offers a widow of opportunity, and many investors are unknowingly taking on more risk than they should!
    Request This Free Speech

  • Maximizing your Social Security Options

    TOPIC CATEGORY: Financial

    - How new laws changed Social Security filing strategies
    - Strategies to maximize and integrate Social Security with your retirement

    Request This Free Speech

  • Maximizing Social Security and Retirement Income Planning

    TOPIC CATEGORY: Financial

    - How new laws changed Social Security filing strategies
    - Strategies to maximize and integrate Social Security with your retirement.
    - Top financial strategies for your retirement
    - 4 Phases of Money for the Retiree - Accumulation, Preservation, Distribution and Legacy

    Request This Free Speech