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:

• ROTH IRA / ROTH 401(k) 
• Qualified Charitable Distributions
• Charitable Remainder Trust
• Delaware Statutory Trust
• Medicare Tax Reduction Tips

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

Provisional Details

Required Minimum
Distributions @ age 72

RMD CALCULATOR

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2023 Key Financial Data

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HOW ARE YOU BEING TAXED
What option should you be using?

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???

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

Webinar Notes (Download)

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.

REQUEST A TAX MAP ANALYSIS

TAX Strategy Solutions

Learn the New Rules

WHAT IS TAX SAVING BY BUNCHING?