Vincent Esparza

Managing Director, Esparza Group

Free Financial Speaker in Phoenix

  • Maximizing Social Security and Retirement Income Planning

    TOPIC CATEGORY: Financial

    - How new laws changed Social Security filing strategies
    - Strategies to reduce or eliminate taxes on your benefits
    - Common financial mistakes that affect your retirement
    - 4 Phases of Money - Accumulation, Preservation, Distribution and Legacy
    - What your advisor may not know about combining SS and Retirement Planning

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  • 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.
    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! MORE >

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