Retirement MasterClass Presents....
Critical Tax Planning Strategies For Retirement
Do you know your future tax burden of your 401k's, 403b's or IRAs? 
Are you prepared if taxes increase?

Join us for our limited-time event where retirement planning experts will share the tax planning strategies that have helped Americans save hundreds, if not thousands of dollars in taxes.

Our webinar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. 

At This Educational Event, We Will Be Covering...
  •  How to manage taxes on unnecessary RMD's
  • ​How to potentially increase your tax savings
  • ​How to lower your effective tax rate
  • ​Does a ROTH Conversion make sense
  • ​and so much more!
Is This The Webinar For Me?
We know that retirement isn't just about your money, it's about your life. Our team of retirement planning experts understand just how complex your life and financial situations can be, and we are here to help you continue your financial education. This is an education only event and no products will be offered.

Meet Your Host
David Bezar of Thrive Financial Services
David has identified an issue that the financial industry is currently lacking in. Retirees and Pre-retirees are looking for a trusted fiduciary, a central resource to answer their questions and guide them with the attitude of a steward during the retirement income stage of life. This includes issues related Social Security, Medicare, taxes, LTC, longevity, investment risk management, and more.

David decided to focus on that by being first an educator and advocate for the baby boomer community though his firm, Thrive Financial Services. Additionally, by building a firm around that idea, to support that goal; the trusted authority to those looking for peace of mind in retirement.

Through his leadership, Thrive has grown into a leading retirement income planning and investment specialty firm with 6 financial planners, a staff of 23 and 4 offices. He is a host of the Thrive Retirement Roadmap show on WPHT Talk Radio 1210, educating and bringing light to current events that can affect retirement. He is also the co-author of #1 Bestseller “Roadmap to Retirement: Navigating Your Way to Peace of Mind.” 

Thrive has been featured in the Wall Street Journal, Kiplinger’s Magazine, Philadelphia Magazine, 6ABC's Weekend Extra and the Inc. 5000 list as one of the area’s top Financial Advisors as well as one of the top Registered Investment Advisory firms



All written content on this site is for information purposes only. Opinions expressed herein are solely those of Thrive Capital Management, LLC, and our editorial staff. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Fee-based financial planning and investment advisory services are offered by Thrive Capital Management, LLC a Registered Investment Advisor in the State of PA. Insurance products and services are offered through Thrive Financial Services. Thrive Capital Management, LLC and Thrive Financial Services are affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of PA or where otherwise legally permitted. Thrive Capital Management, LLC, Thrive Financial Services and David Bezar are not affiliated with or endorsed by the Social Security Administration or any government agency. 
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.