Tax-Smart Retirement Investing with Mark Struthers

Welcome to Tax-Smart Retirement Investing with Mark Struthers.

This channel helps pre-retirees and retirees keep more of what they’ve earned and turn savings into tax-efficient retirement income.

I’m Mark Struthers, a fee-only financial advisor and founder of Sona Wealth Advisors. I focus on:

• Tax-efficient withdrawal strategies
• Roth conversions
• Social Security and Medicare planning
• Income-focused investing
• Guardrails-based spending so you can spend confidently

Retirement isn’t just about having enough—it’s about spending confidently without running out or overpaying in taxes.

👉 Get resources here:
https://sona-wealth.kit.com/cc0ff3a514

Subscribe for weekly videos on tax-smart retirement strategies.

Disclosure:
For informational purposes only. Not personalized investment advice.

Mark Struthers is a fee-only advisor and Founder of Sona Wealth Advisors, Minneapolis, MN. CFA®, CEPA, CFP®, RMA®.

www.SonaWealthAdvisors.com