A Safer Retirement and Environment – What We’re Implementing to Help Keep You Safe: READ MORE

Here at Donato Wealth Management, we are adhering to state and local guidelines in order to protect both the health and safety of clients and staff. Keeping our clients and staff safe is our highest priority and we’re taking all appropriate measures to ensure a safe environment. Should you prefer to not meet face-to-face, we are continuing to serve our clients through virtual settings such as Zoom or phone calls.

We look forward to continuing to help individuals and families achieve their ideal retirements.

Donato Wealth Management
(512) 833-6557

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WHAT MATTERS MOST FOR MY RETIREMENT
Ed Slott, CPA Tax Advisor Educational Videos

CPA Ed Slott Explains Tax Efficient Investing

Ed Slott, CPA Life Insurance for Life Beyond

CPA Ed Slott Avoiding Taxes In Retirement

Tax Advisor Ed Slott on the IUL

Ed Slott - Stay Rich Forever & Ever

Protecting Your Retirement Income from Taxes

Ed Slott IUL Tax Free Retirement

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    CPA Ed Slott Explains Tax Efficient Investing

    "If you have taxable savings, you have a problem," thinks nationally recognized tax expert, Ed Slott, CPA. Learn how to avoid investment risk, tax risk, and end-of-life risk. When would you like to pay taxes? Now? Later? Or Never? Contact Grace Tax Advisory Group to learn how make your money last as long as you do
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    Ed Slott, CPA Life Insurance for Life Beyond

    CPA, Ed Slott, Life Insurance, Permanent Insurance, Whole Life, Universal Life, Insurance, Estate Planning, Estate Taxes, Estate Planning Specialists, Phillips Financial, Family Bank Strategy
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    CPA Ed Slott Avoiding Taxes In Retirement

    Avoiding taxes on retirement savings
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    Tax Advisor Ed Slott on the IUL

    Renowned Tax Advisor Ed Slott explains why the IUL Plan is the single best place for American's to put their retirement savings.
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    Ed Slott - Stay Rich Forever & Ever

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    Protecting Your Retirement Income from Taxes

    Tax Reduction Specialist and CPA, Ed Slott, reveals retirement income strategies that maximize your money and nearly elimates taxes.
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    Ed Slott IUL Tax Free Retirement

    This video demonstrates the power of having a tax free retirement using the IUL strategy. Applied knowledge empowers you to advance with achieving your financial goals. Contact the licensed agent whom shared this powerful message and apply the knowledge you learned.

Educational And Other Insightful Videos

Below you will find our entertaining and educational explanation videos and short online seminars that are available for your viewing pleasure. Simply click on the title of the video you would like to watch.

Traditional Brokers Vs. Fiduciaries

Watch to learn what makes a fixed index annuity different from other kinds of annuities, including principal protection from market downturns, additional accumulation potential through indexed interest, choices for retirement income when you’re ready, and other features to

The Basics Of Fixed Indexed Annuities

One of the most misunderstood and unenlightened retirement vehicles is the Fixed Indexed Annuity. Annuities are capable of providing a variety of diverse solutions that may help some clients with their retirement needs. We believe working with a fiduciary Advisor to help navigate this complex world of annuities to determine if and which annuity might be best for you will give you the peace of mind that you have made the right decision.

Questions to Help Evaluate Annuities

Due to the vast variety of annuity types along with numerous costs, benefits and riders available in the marketplace, we believe our clients should know what questions to ask when considering whether a Fixed Indexed Annuity is the best option to help them achieve their retirement goals. This brief video will help give you clarity, insight, and understanding to make a more informed decision.

Tax Free Retirement Explained in 3 Minutes – Ed Slott, CPA Tax Advisor

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For more information about any of our products and services, schedule a meeting today.

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Or give us a call at (512) 833-6557

Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor.

Investment advisory services are offered through Donato Wealth Management and is a SEC registered investment advisor.