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Advanced Planning for Large IRA Balances

February 20 @ 1:00 pm - 2:00 pm EST

Virtual Event Virtual Event

You have worked hard and accumulated significant wealth inside of your 401k or IRA. You discovered that you do not need this money to live on as you approach retirement, and the prospect of paying taxes on this money when you are forced to take it is unsettling. What strategies can you employ to optimize your outcomes? This workshop will cover some of the more interesting possibilities.

In this program, you will learn

  • Ways to optimize the wealth in your 401k or IRA
  • How to avoid unnecessary taxes when withdrawing retirement funds
  • Smart ways to manage your finances

Who should attend

  • High net worth individuals
  • Business owners considering exiting
  • Executives planning for their future

Vincent D’Addona MSFS, CLU, ChFC, CExP, RICP, CEPA, AEP

Vincent is a founding member of Valent Wealth, LLC, an independent full-service wealth management and financial planning firm. He seeks ways to blend education, powerful communication, and wisdom to guide clients to eliminate threats, fulfill obligations, and capitalize on opportunities in their lives. Vincent has 44 years of experience providing services in four core areas: Estate Planning, Exit Planning for the owners of closely held businesses, Distribution Planning for those at or near retirement, and Investment Coaching. He helps hundreds of clients and other financial professionals move closer to their full financial potential.

About Age Brilliantly

Age Brilliantly is a vibrant community dedicated to assisting adults of every age in maximizing the chances for a gratifying 100-year life. The Academy @ Age Brilliantly.org offers educational content focusing on cultivating the Age Brilliantly mindset and adopting the necessary skills and habits to reach life-path milestones.

Winter 2024 Online Workshops
Join our series of FREE workshops, scheduled at 1 PM on Tuesdays from January through April.

Workshop Zoom Link
Please login or register to purchase a ticket or view the workshop’s zoom link 15 minutes before the event begins.


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February 20
1:00 pm - 2:00 pm EST


Virtual Workshop
NY United States


Vincent D’Addona

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