Buckets & Brackets: How the Wealthy Optimize for Taxes and Retirement
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Buckets & Brackets: How the Wealthy Optimize for Taxes and Retirement

Unlock tax-smart retirement: learn the account “buckets” and bracket moves the wealthy use—so you can keep more of your money!

By Emma Chuk Che

Date and time

Location

American Fork Library

64 South 100 East American Fork, UT 84003

About this event

  • Event lasts 1 hour

💡 Tax drag got you down?Tired of watching your hard-earned gains disappear to Uncle Sam? Join us for Buckets & Brackets: Tax Tricks the Wealthy Use to Retire Comfortably (and How You Can Too) and discover how simple account “bucket” shifts and bracket-management moves can protect and grow your long-term wealth.

🗓 When: Tuesday, August 19⏰ Time: 6:30 PM – 8:00 PM📍 Where: American Fork Library – Community Room (64 E Main St, American Fork, UT)

In this hands-on workshop you’ll learn:• How to leverage taxable, tax-deferred, and tax-free “buckets” for maximum growth• Withdrawal sequencing and income timing to keep you in lower tax brackets• Real-world case studies showing 10–20%+ boosts to retirement income• A personalized, action-ready checklist you can implement immediately

👥 Presented by:• Emma Financial (Advisor)• Skyline Pathway CPAs (CPA Insight & Tax Strategies)

Seats are limited—and this event is FREE!

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Organized by

Emma Chuk Che

**Emma Financial**

Founded by Emma Chuk Che, MBA (Utah Valley University) and Certified National Social Security Advisor, Emma Financial empowers multicultural families, women, and small-business owners with expert Social Security planning, retirement planning, and asset-based long-term care solutions. With over 20 years’ experience—including roles at Morgan Stanley and Fidelity—Emma delivers clear, actionable strategies to fund your future care needs while safeguarding your nest egg.

Free
Aug 19 · 6:30 PM MDT