Schedule your FREE Tax Strategy Session today...
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
2023 Key Financial Data
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 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
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.
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.
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.
Schedule your FREE Tax Strategy Session today...
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
Learn the New Rules
WHAT IS TAX SAVING BY BUNCHING?
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Resource Page
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Ring Central
Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865
​INFO@BIRDSEYEFINANCIAL.COM
The content of the Birdseye Financial website, email, fax, social media, text messages, online meetings, and phone calls are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from Birdseye Financial employees/contractors 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 communication (via Website, Email, Fax, Text, Social Media, in person, or by phone) is not intended 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/contractors are not tax, legal, or investment advisors and are not operating in such a manner. Any advice you receive should be taken as non-tax, not legal, and non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we recommend LifePro Asset Management. Please know investments in the market carry an inherent element of risk. No investment in the market or strategy can guarantee a profit or prevent a loss. Any illustrations used in the sales or service process are to be considered hypothetical and for explanatory purposes only. 

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Currently in WA State we represent seven organizations which offer 34 products in Snohomish County and 33 products in King County and 19 products in Whatcom County. Please contact 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 prior to 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.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS OR INTENDED TO PREDICT ACTUAL PERFORMANCE. ACTUAL INTEREST CREDITING RESTULTS WILL VARY BASED ON MARKET CONDITIONS, INDEX ALLOCATIONS, AND INTEREST CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
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