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.