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Congratulations! You've done the hard work of saving for years but did you know, if you distribute your asssts incorrectly it could cost you thousands in unplanned taxes and hundreds of thousands in Medicare premium increases?
Lead Advisors, Jamison Smith, and Chris Pavcic, break down the art of distribution planning and how to most efficiently use your assets to create income and fund your goals. Learn how to make your money last longer in this episode!
Find us on You Tube for Additional Content
https://www.youtube.com/@FIN-LYTbyEWA/featured
Connect with EWA
https://ewa-llc.com/
Follow Us on Social Media
https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV:
https://adviserinfo.sec.gov/firm/summary/308977
By EWA LLC5
5151 ratings
Congratulations! You've done the hard work of saving for years but did you know, if you distribute your asssts incorrectly it could cost you thousands in unplanned taxes and hundreds of thousands in Medicare premium increases?
Lead Advisors, Jamison Smith, and Chris Pavcic, break down the art of distribution planning and how to most efficiently use your assets to create income and fund your goals. Learn how to make your money last longer in this episode!
Find us on You Tube for Additional Content
https://www.youtube.com/@FIN-LYTbyEWA/featured
Connect with EWA
https://ewa-llc.com/
Follow Us on Social Media
https://www.instagram.com/ewa.llc/
https://www.linkedin.com/company/equilibrium-wealth-advisors/
https://www.facebook.com/EquilibriumWealthAdvisors/
View EWA Disclosures and Firm ADV:
https://adviserinfo.sec.gov/firm/summary/308977

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