Retire Happy and Afford Your Bucket List
- Date
- 06/18/2025 6:00 pm
Description
Retire Happy and Afford Your Bucket List
What you will learn:
- How major tax savings can allow you to Retire 5-15+ Years Earlier
- Create up to Double your Expected Retirement Income with advanced Social Security, pension, and tax strategies
- How to do BIG Roth IRA Conversions; Pay NO Federal Income Tax; and ADD $Millions to your family's net worth
- How to pay ZERO Income Tax in 2025 and recover federal tax paid during the last 3 years
- How a Roth IRA Private Pension can Generate 8-12% Tax-Free Annual Income
- Why traditional IRAs and 401ks are a Ticking Time Bomb!
- How a Couple normally spent $50,000/year; hoped for $75,000 of retirement income; and got over $130,000 of annual retirement income
6:00PM Seminar Followed By A Free Dinner
Location: Pyle Adult Recreation Center, Globe Room
655 E. Southern Avenue
Tempe, AZ 85282
Directions: This is a stand-alone building 50 yards NW of the main Tempe Public Library.
Do NOT enter the library.
Refreshments Served During the Seminar.
Seating is limited. Reserve your seat today. Questions? Email
Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974), and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, and has appeared on over 400 TV and Radio programs heard by over 1 million people.