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.