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Realtor Retirement Options (Invite Only)

Tue, Apr 12

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Home Smart

Realtors. Self-employed? You spend time helping your clients realize and obtain their goals. Now is also time to maximize yours. Find the path to a confident, comfortable retirement. Lean options to start saving for retirement with tax deductible dollars.

Realtor Retirement Options (Invite Only)
Realtor Retirement Options (Invite Only)

Time & Location

Apr 12, 2022, 12:30 PM – 1:30 PM EDT

Home Smart, 215 Fries Mill Rd, Turnersville, NJ 08012, USA

About the Event

Most real estate professionals are independent contractors and operate their business as a sole proprietorship, and like many other small business owners, rely on their business as their sole retirement plan. There are a few options as a realtor that you can choose from for retirement savings.

We are going to focus on one of the vehicles that you can use to enhance your retirement plan, the 401k Solo.

  • · What is the 401k Solo

  • · Why is it different

  • · Eligibility

  • · Contributions and Limits

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J. Silvagni

Financial Advisor

Maui Wealth Solutions LLC

Regional Office:

113 Elgin Ave

Westmont, NJ 08108

(609)332-4918

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Disclosures:

J. Silvagni is an Investment Adviser Representative

Investment advisory services are offered through Advisor Share Wealth Management (ASWM) doing business as Maui Wealth Solutions LLC., a registered investment advisor. ASWM, Maui Wealth Solutions LLC and A Financial Road Map operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this website is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

Advisor Share Wealth Management ADV 2A Brochure |

 Jay Silvagni ADV Part 2B Brochure | 

 CRS Brochure |

​PLEASE NOTE:

The information, data, and opinions contained herein this communication are provided solely for informational purposes only. They are not warranted to be correct, complete, or accurate. To the extent permitted by law, Advisor Share Wealth Management does not accept any liability arising from the use of this communication. You should not assume that any information, data, or opinions contained herein serves as the receipt of, or a substitute for, personalized investment advice from Advisor Share Wealth Management or from any other investment professional. Past performance is not an indication of future results and actual results may vary. Investing has an inherent element of risk, including the risk of losing invested principal.

 

 

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