BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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Schedule your FREE Tax Strategy Session today...
Strategy Session
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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. 
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Tax Strategies are an important strategy!!!
What Strategies have you implemented?
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Withdrawal Strategies
Are you tax efficient on your annual withdrawals from your investments?

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Long-Term Capital Gains
Are you resetting the cost basis every year? 
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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:
  • ROTH IRA / ROTH 401(k) 
  • Qualified Charitable Distributions
  • Charitable Remainder Trust
  • Delaware Statutory Trust
  • Medicare Tax Reduction Tips
  • Wealth Transfer

We offer you webinar education  training to help you understand your options on many topics. 
​Ordinary and Long-Term Capital Gains
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This chart above is for educational purposes only and may differ over time.
Provisional Tax
Social Security Tax
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Provisional Details
Required Minimum
Distributions @ age 72
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RMD CALCULATOR

2025 Tax Guide
DOWNLOAD
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The rule of 55 is an IRS provision that allows people who are 55 or older to withdraw money from their 401(k) or 403(b) plans without penalty if they leave their job during or after the year they turn 55. This is an exception to the IRS rule that usually imposes a 10% penalty on withdrawals from employer-sponsored retirement plans before age 59 1/2. However, account holders are still responsible for paying income taxes on the withdrawals.
HOW ARE YOU BEING TAXED
What option should you be using?
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ROTH IRA INFO
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 73 and continue for every year thereafter. Learn how to avoid RMD's on a ROTH 401(k) Read More
With historic LOW taxes and HIGH debt, Will Taxes Go Up or Down???
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EDUCATIONAL TAX VIDEOS
Learn about different types of taxes and how they affect you in retirement such as Social Security Spikes and how Short and Long-Term taxes strategies can be applied.
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Learn about how the future of taxes may impact your Retirement and what you can do to to create TAX-FREE income strategy. You can even request your own personalized report.
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CAN YOU CREATE MORE TAX-FREE INCOME IN RETIREMENT?
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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.
Schedule your FREE Tax Strategy Session today...
Strategy Session
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.
Additional Tax Strategy Solutions
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Learn the New Rules
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WHAT IS TAX SAVING BY BUNCHING?
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We are experts on Retirement and Tax Planning Strategies.

​Schedule a Discovery Call with us!!!

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We appreciate your Online Review!
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Birdseye Financial Services
​
136 Hillside Drive E
Burleson, TX 76028

​
Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​
[email protected]

birdseyefinancial.com
Agent Networking Meeting
​Vendor Meeting
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CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours before any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

PRIVACY POLICY       OPT-IN PROCESS
  • Home
  • About
    • Who We Are >
      • Explore More
    • Corbin Lindsey, Advisor
    • Our Reviews
    • Get Started
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Volatility Buffer >
      • Volatility Buffer Webinar
    • Tax Strategies >
      • Tax Free Income
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • ROTH Conversion
      • Tax Declassified Webinar
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Videos >
      • Documentaries
      • Educational Webinars >
        • Taxes Declassified
        • Top 10 IRA Mistakes
        • Taxes in Retirement
        • 3 Economic Strategies
        • Five Key Areas of Retirement
    • Recommendations >
      • ROTH Conversions
      • Volatility Buffer
      • Tax-Free Income
      • Wealth Transfer
    • Premium Finance
  • Planning
    • Retirement Analysis >
      • RA Sample
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management >
      • Questionnaire
    • Estate Planning
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Boeing Retirement >
      • Boeing Webinar
      • Boeing Download
      • Boeing Calendar
      • Boeing Retirement
    • Business Planning >
      • Tax Free Multiplier
      • Business Tax Credit >
        • Resources
      • Employee Retention Tax Credit
      • Research & Development Tax Credit
  • Insurance
    • Annuities >
      • Annuity Resources
      • Market Index Links
      • Annuity Report
      • Annuity Reviews
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Plan Compare
      • Medical Networks
      • Medicaid Info
      • PEBB Benefits >
        • 2024 PEBB Retiree Guide
      • Medicare A&B
      • Medicare Rules
      • Medicare Meetings
      • Medicare Education
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Finance
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Interest Types
    • Calculators
    • Professional Referrals >
      • Dead Doctors Don't Lie
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Credit Info
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • New Application
    • Application Process
    • Beneficiary Form
    • Client Resources
    • Phone App
    • Rate our Service
    • Refer a Friend