Pre-Retirement Tax Strategies for Medical Sales Professionals

Who is this session for?

This educational training is designed for medical sales professionals earning between $200,000 and $350,000 per year who are approximately 5-10 years from their anticipated retirement date (typically ages 50-60) and want to learn about tax planning strategies.

How long is it?

The training is approximately 30 minutes and covers three tax planning strategies, the importance of CPA-advisor coordination, and common planning considerations.

What are the three tax strategies covered?

The training discusses: (1) Roth conversion strategies and timing considerations, (2) Tax-loss harvesting as an ongoing approach, and (3) Strategic timing of income, conversions, and charitable giving. These are educational concepts and may or may not be appropriate for your specific situation.

Why focus on the 5-10 year window?

This timeframe represents a period when certain tax planning strategies may be most effectively implemented while you still have earned income. The training explores why this timing may be significant for pre-retirement planning.

What happens after I watch the training?

You may choose to schedule a complimentary 30-minute consultation (Pulse Check) with David Dedman to discuss your specific situation. This is an educational conversation with no obligation. Whether these strategies are appropriate depends on your individual circumstances.

Do I need specific accounts to benefit from this training?

The concepts discussed are most relevant for individuals who have traditional IRAs or 401(k)s and taxable investment accounts. However, the training is educational in nature and the strategies discussed may or may not apply to your situation.

Is this a sales presentation?

No, this is an educational training focused on tax planning concepts. While David Dedman does offer a complimentary consultation at the end for those interested in learning more, there is no pressure or obligation. The training is designed to provide value regardless of whether you choose to schedule a follow-up conversation.

Do I need to have a certain amount saved to benefit from this training?

The strategies discussed are generally most relevant for professionals with retirement accounts (401(k)s, IRAs) and taxable investment accounts. While there's no specific minimum, these concepts tend to be most applicable for individuals who have accumulated savings and are actively planning for retirement within 5-10 years.

What if I already work with a financial advisor?

This training is educational and can complement your existing advisory relationship. In fact, one of the key topics covered is the importance of coordination between your financial advisor and CPA. You may find concepts worth discussing with your current advisor, or you may learn about planning gaps that haven't been addressed.

Is this relevant if I'm younger than 50 or older than 60?

While the training is designed for those 5-10 years from retirement (typically ages 50-60), the concepts may still be valuable outside this range. If you're younger, you'll learn what planning opportunities to prepare for. If you're closer to retirement or already retired, some strategies may still apply, though the timing and implementation would differ based on your specific circumstances.

Who is this session for?

This educational training is designed for medical sales professionals earning between $200,000 and $350,000 per year who are approximately 5-10 years from their anticipated retirement date (typically ages 50-60) and want to learn about tax planning strategies.

How long is it?

The training is approximately 30 minutes and covers three tax planning strategies, the importance of CPA-advisor coordination, and common planning considerations.

What are the three tax strategies covered?

The training discusses: (1) Roth conversion strategies and timing considerations, (2) Tax-loss harvesting as an ongoing approach, and (3) Strategic timing of income, conversions, and charitable giving. These are educational concepts and may or may not be appropriate for your specific situation.

Why focus on the 5-10 year window?

This timeframe represents a period when certain tax planning strategies may be most effectively implemented while you still have earned income. The training explores why this timing may be significant for pre-retirement planning.

What happens after I watch the training?

You may choose to schedule a complimentary 30-minute consultation (Pulse Check) with David Dedman to discuss your specific situation. This is an educational conversation with no obligation. Whether these strategies are appropriate depends on your individual circumstances.

Do I need specific accounts to benefit from this training?

The concepts discussed are most relevant for individuals who have traditional IRAs or 401(k)s and taxable investment accounts. However, the training is educational in nature and the strategies discussed may or may not apply to your situation.

Is this a sales presentation?

No, this is an educational training focused on tax planning concepts. While David Dedman does offer a complimentary consultation at the end for those interested in learning more, there is no pressure or obligation. The training is designed to provide value regardless of whether you choose to schedule a follow-up conversation.

Do I need to have a certain amount saved to benefit from this training?

The strategies discussed are generally most relevant for professionals with retirement accounts (401(k)s, IRAs) and taxable investment accounts. While there's no specific minimum, these concepts tend to be most applicable for individuals who have accumulated savings and are actively planning for retirement within 5-10 years.

What if I already work with a financial advisor?

This training is educational and can complement your existing advisory relationship. In fact, one of the key topics covered is the importance of coordination between your financial advisor and CPA. You may find concepts worth discussing with your current advisor, or you may learn about planning gaps that haven't been addressed.

Is this relevant if I'm younger than 50 or older than 60?

While the training is designed for those 5-10 years from retirement (typically ages 50-60), the concepts may still be valuable outside this range. If you're younger, you'll learn what planning opportunities to prepare for. If you're closer to retirement or already retired, some strategies may still apply, though the timing and implementation would differ based on your specific circumstances.

Who is this session for?

This educational training is designed for medical sales professionals earning between $200,000 and $350,000 per year who are approximately 5-10 years from their anticipated retirement date (typically ages 50-60) and want to learn about tax planning strategies.

How long is it?

The training is approximately 30 minutes and covers three tax planning strategies, the importance of CPA-advisor coordination, and common planning considerations.

What are the three tax strategies covered?

The training discusses: (1) Roth conversion strategies and timing considerations, (2) Tax-loss harvesting as an ongoing approach, and (3) Strategic timing of income, conversions, and charitable giving. These are educational concepts and may or may not be appropriate for your specific situation.

Why focus on the 5-10 year window?

This timeframe represents a period when certain tax planning strategies may be most effectively implemented while you still have earned income. The training explores why this timing may be significant for pre-retirement planning.

What happens after I watch the training?

You may choose to schedule a complimentary 30-minute consultation (Pulse Check) with David Dedman to discuss your specific situation. This is an educational conversation with no obligation. Whether these strategies are appropriate depends on your individual circumstances.

Do I need specific accounts to benefit from this training?

The concepts discussed are most relevant for individuals who have traditional IRAs or 401(k)s and taxable investment accounts. However, the training is educational in nature and the strategies discussed may or may not apply to your situation.

Is this a sales presentation?

No, this is an educational training focused on tax planning concepts. While David Dedman does offer a complimentary consultation at the end for those interested in learning more, there is no pressure or obligation. The training is designed to provide value regardless of whether you choose to schedule a follow-up conversation.

Do I need to have a certain amount saved to benefit from this training?

The strategies discussed are generally most relevant for professionals with retirement accounts (401(k)s, IRAs) and taxable investment accounts. While there's no specific minimum, these concepts tend to be most applicable for individuals who have accumulated savings and are actively planning for retirement within 5-10 years.

What if I already work with a financial advisor?

This training is educational and can complement your existing advisory relationship. In fact, one of the key topics covered is the importance of coordination between your financial advisor and CPA. You may find concepts worth discussing with your current advisor, or you may learn about planning gaps that haven't been addressed.

Is this relevant if I'm younger than 50 or older than 60?

While the training is designed for those 5-10 years from retirement (typically ages 50-60), the concepts may still be valuable outside this range. If you're younger, you'll learn what planning opportunities to prepare for. If you're closer to retirement or already retired, some strategies may still apply, though the timing and implementation would differ based on your specific circumstances.