The Power of Tax Strategies
Tax strategies are used to help you take advantage of tax codes that allow you to potentially reduce cost over your lifetime and the life of your beneficiaries. We cover strategies that we identify could help you on your specific situation. 
Tax Strategies are an important strategy!!!
What Strategies have you implemented?
Withdrawal Strategies
Are you tax efficient on your annual withdrawals from your investments?
Long-Term Capital Gains
Are you resetting the cost basis every year? 
Tax-Free Growth Strategies
Utilizing a Tax-Free Growth strategy that could reduce your taxes over your lifetime. There are some great tools like a ROTH IRA, ROTH 401(k) and a CVLI (before age 65)
Learn more about:

We offer you webinar education  training to help you understand your options on many topics. 
​Ordinary and Long-Term Capital Gains
This chart above is for educational purposes only and may differ over time.
Provisional Tax
Social Security Tax
Required Minimum
Distributions @ age 72
HOW ARE YOU BEING TAXED
What option should you be using?
Non-Qualified Annuities are taxed as ORDINARY INCOME, not as LONG-TERM Capital Gains. Which means that you could end up paying much more in tax then you may have expected.
ROTH IRAs' are a tax strategy that is an after tax investment that can grow Tax-Free. Which contains funds from the market, annuities, banks and more.
Roth 401(k) accounts are subject to the same required minimum distribution (RMD) rules that apply to traditional 401(k) accounts. Therefore, the account owner must start taking RMDs from their Roth 401(k) for the year in which they reach age 70½ and continue for every year thereafter. Learn how to avoid RMD's on a ROTH 401(k) Read More
EDUCATIONAL TAX VIDEOS
CAN YOU CREATE MORE TAX-FREE INCOME IN RETIREMENT?
TAX RULES HAVE CHANGE
Understand the potential impact taxes have on your retirement income. Retirement is rated one of life’s most stressful events.

Do you have a Retirement Tax Strategy? 

​Many aspects of your everyday life begin to change as you prepare for retirement. One of the biggest changes you are faced with involves your finances. The paycheck you have become accustomed to receiving is no longer coming in. Instead, it is now up to you to decide from which accounts you will take income. 

Your paycheck may have stopped, but taxes continue. It is important to know and understand the potential tax implications of selecting which assets from which you draw your retirement income.
TAXES IN RETIREMENT WEBIINAR
The speaker below has recorded an EDUCATIONAL ONLY webinar on the same concept that we  have implemented. After watching one of these videos, if you would like a Personalized Tax Analysis of your own, just submit the request. We will be more than glad to help you learn.
WHAT YOU WILL LEARN ABOUT:
  • Understanding the official new tax reform rules and their impact on your retirement
  • The changing rules for a retiring generation of baby boomers
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • Possible tools and strategies available to retirees to help develop a retirement tax strategy
  • A basic overview of the tax rules as they apply today
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow
Request your own Tax Analysis
We will send you our FORM that will help us generate your own personalized tax analysis that you have seen in the video above. This is a value educational only piece. Have a proper Tax advisor review.
TAX Strategy Solutions
WHAT IS TAX SAVING BY BUNCHING?
We appreciate your Online Review!
The contents of this website are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from our company are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees are not tax or legal advisors and are not operating in such a manner. Birdseye financial and those working for the company are not licensed Investment Advisors which prohibits us from offering such advice. Any advice you get should be taken as non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we often work with LifePro Asset Management. *Investing carries an inherent element of risk. No strategy can guarantee a profit or prevent a loss. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Any individuals used in scenarios are fictitious and all numeric examples are hypothetical and were used for explanatory purposes only. THANK YOU!