Welcome
Do you worry that your retirement savings may not be enough? Or that Uncle Sam might enjoy them more than you?
You Should
Your CPA® probably did a great job reducing your taxes this year, and in years past. But CPA professionals have few, if any, strategies to reduce the taxes on a 401(k) or an IRA.
Make no mistake, tax time will come for your retirement savings. And improperly handled, you could face 50% penalties on your Required Minimum Distributions (RMD).
Doing nothing allows your tax liability to continue grow, leaves you exposed, and may impose a tax burden on your heirs.
If you would like to:
- Reduce the tax liability on your 401(k) or IRA by as much as 40%
- Reduce or eliminate RMDs on a tax favored basis
- Limit your exposure to market volatility
- Reduce your provisional income and lower the taxation on your Social Security benefits
- Reduce your marginal tax rate
- Minimize the impact of future changes in tax laws
- Transfer your wealth tax-efficiently
Contact me for a personalized solution.