Please make plans to join us and attend our upcoming Lunch & Learn presented by SOGO Wealth & Risk Management about How to Get to the 0% Tax Bracket and Transform Your Retirement. Most consumers do not want to pay income taxes in retirement and the best way to insulate yourself is to put yourself in the 0% tax bracket. We will discuss the pros and cons of the three basic types of accounts and the ideal amount of assets to have in each including the proven strategies to accomplish this goal. Part of this process is the creation of what is called a “Tax-Free Road Map” which will be explained in this presentation.

SOGO is a full service insurance brokerage and financial services firm providing comprehensive services and total protection plans customized to you. Together, the partners at SOGO have over 58 years experience in the industry. SOGO Wealth is the risk management company for the City of San Antonio & The San Antonio Water System.

October 12, 2017

Lunch & Learn: How to get to the 0% Tax Bracket and Transform Your Retirement presented by SOGO Wealth & Risk Management

Please make plans to join us and attend our upcoming Lunch & Learn presented by SOGO Wealth & Risk Management about How to Get to the […]
January 4, 2017
workers comp insurance, workers compensation

A Few Things You Need To Know About Selecting A Retirement Account

SOGO Wealth Management & Risk Management is committed to helping you with all your retirement needs in 2017. Retirement accounts offer income tax breaks, and the […]
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How To Pay Debt And Still Save For Retirement

Millennials today are challenged when it comes to saving for retirement. Many are paying off student loans and credit card debts while trying to figure out […]
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Setting Realistic Budgeting Goals for Retirement

Are you aware of how much you spend in a day or a week? You may have some idea of your expenses, but will it be […]
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Elements Of a Good Retirement Plan Sogo wealth and risk management san antonio texas

Rethink The Basic Elements of a Good Retirement Plan

In the past, retirees have mostly relied on a variation of three income sources when it comes to retirement: a benefit pension plan that guarantees lifetime income, personal savings, […]