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 […]
October 14, 2016
Choosing The Right Retirement Plan For Your Small Business Sogo Wealth and Risk Management San Antonio Texas

Choosing the Right Retirement Plan for Your Small Business

SOGO Wealth and Risk Management explains two of the most basic retirement saving options business owners can look into, as well as the pros and cons of […]
October 13, 2016
Small Business Retirement Plans Sogo Wealth and Risk Management San Antonio Texas

Why You Need to Consider a Small Business Retirement Plan

Small business owners are used to handling a lot of responsibility. If you’re one, then you might have created detailed business plans and budgets on your own. […]