Joel Cundick, a seasoned financial advisor at Savant Wealth Management, for an insightful webinar on proactive tax planning strategies. In this session, Joel emphasizes the importance of year-round tax planning to minimize surprises and maximize benefits. He discusses strategies such as lowering Adjusted Gross Income (AGI), optimizing capital gains and dividend tax rates, managing Medicare surtax exposure, evaluating Roth conversions, and enhancing portfolio tax efficiency. This webinar is tailored for individuals who have saved at least $500,000 for retirement, with Joel providing targeted insights to help attendees develop effective tax planning game plans. Whether you're preparing for retirement or looking to optimize your tax strategy, Joel's expertise will guide you towards making informed financial decisions throughout the year.