@guerra.wealth: Most people plan for how much they'll have in retirement. Far fewer plan for how much of it they'll keep. The difference is rarely dramatic. It's the order accounts are drawn from. The year a withdrawal happens instead of the year after. A Medicare surcharge triggered by income reported two years earlier. Quiet decisions, made once, that shape what a family keeps and what it eventually passes on. Saturday morning at The Biltmore, we're spending real time on this. Retirement tax strategy, explained plainly, for the people it actually affects. This weekend. General admission is free. Saturday, August 29 Doors open at 8:30 AM The Biltmore Hotel, Coral Gables Powered by Guerra Wealth Advisors This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

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