Join Erik Sussman – CEO & Founder IFW
Would you like to learn a strategy designed to help you legally reduce or even eliminate taxes on your retirement accounts?
Sign Up for the IRA Tax Freedom Wednesday, 2:00 pm EST
The Institute of Financial Wellness, LLC is a fiduciary registered with the U.S. Securities and Exchange Commission as an investment advisor.
Are you worried about how much of your retirement savings could be lost to taxes? Learn how to protect your IRA and 401(k) from unnecessary tax burdens and keep more of your hard-earned money.
The Problem
Your IRA or 401(k) could be your biggest retirement risk—why? Because up to 40% of your savings could go to taxes!
The Solution
The IRA Tax Freedom Plan—a proven strategy to legally reduce or even eliminate taxes on your retirement accounts.
What You’ll Learn
🎁Bonus for Attendees: Free Personal Tax Freedom Plan Report & Retirement Score—your customized roadmap to a tax-free retirement. Plus Live Q&A for all your questions.
Erik is a Certified Financial Planner®, Chartered Financial Consultant® and Chartered Life Underwriter.
Additionally, he is a Registered Investment Advisor and holds a B.S. from the University of Maryland, College Park. Erick has served as a Board member of Junior Achievement & Jewish Federation of Broward County. He Currently lives in Fort Lauderdale, Florida, surrounded by close family, friends, and his pride and joy, his beautiful daughter, Olivia.
Secure your spot for a personalized roadmap review – the key to unlocking your retirement success.