Wealth Planning Webinar
"Maximize The Benefits Of Your Retirement Assets For You & Your Heirs"
What You’ll Learn
How to strategically USE IRA/qualified plan assets to boost retirement income while creating a tax-free "IRA Trust" for heirs at death
How to EXECUTE Roth conversions with major tax discounts (e.g., in 2025, clients converted $1M and paid only $10,000 in tax)
How to SELL highly appreciated assets (real estate, stocks) in retirement with zero capital gains tax
How to USE of tax offsets for 5x benefits (e.g., $10K contribution yielding $50K deduction)
About Your Host
John Davenport, Esq. has spent over three decades guiding clients to optimize income now and tax-free legacy later. This is your chance to learn how the Wealth Maximization Method can elevate your tax and retirement planning.
What You’ll Learn
How to strategically USE IRA/qualified plan assets to boost retirement income while creating a tax-free "IRA Trust" for heirs at death
How to EXECUTE Roth conversions with major tax discounts (e.g., in 2025, clients converted $1M and paid only $10,000 in tax)
How to SELL highly appreciated assets (real estate, stocks) in retirement with zero capital gains tax
How to USE of tax offsets for 5x benefits (e.g., $10K contribution yielding $50K deduction)
About Your Host
John Davenport, Esq. has spent over three decades guiding clients to optimize income now and tax-free legacy later. This is your chance to learn how the Wealth Maximization Method can elevate your tax and retirement planning.
Special Bonus for Attendees
Free Replay: Can't make it live? We'll send the full recording.
Exclusive Resources: Get a free copy of John's book on the subject - "The Wealth Maximization Method."
Free Consultation: Book an Wealth Max Strategy Session after the webinar.
Live Q&A: Get actionable answers to all your retirement questions, live.
Limited Spots – Register Now Before They're Gone!
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This presentation is strictly informational. However, you may be given an opportunity to schedule a follow-up session with our team if you chose to do so.
J. Davenport Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
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