top of page

3 Biggest Financial Mistakes

The Cost Baby Boomers MILLIONS

 

Learn about the three biggest financial mistakes that could cost you millions, and what you can do to fix it.

 

Get the facts and be confident about the lifestyle you can enjoy in retirement.

Presented by: Dave Anthony CFP® RMA™

Duration: 20 minutes

 

Fill out the form to get instant access to this free video.

On-Demand Video

retirement couple
Optimal tax logo
  • Youtube
  • White Facebook Icon

Utah HEADQUARTERS

(435) 657-2436

dave@optimaltaxplan.com

345 W. 600 S. #115

Heber City, UT 84032

 

SCHEDULE APPOINTMENT

SCHEDULE AN APPOINTMENT

Learn more about the Supercharged Roth IRA conversion strategies and our 2nd opinion services

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Optimal Tax, LLC and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell any investment product.

Copyright © 2022 by Optimal Tax, LLC. Permission must be obtained for content use.

Optimal Tax logo
RMA Icon
bottom of page