With these uncertain economic times, it is crucial to take the correct steps NOW to protect every dollar. You’ve earned your money; don’t let the IRS take any more from you. Our Three Step Tax Deduction Program will reduce the over taxation on your retirement nest egg. Freeing up additional money will help your money last and allow you to accomplish your dreams in retirement!
Delaying or eliminating required minimum distributions on your 401(k)
Avoid the widow tax trap
Utilize specific strategies to reduce your AGI so you avoid your Social Security being double taxed
In order to see if your retirement qualifies for our Three-step Tax Deduction Program, we are offering a complementary 10-minute Tax Strategy Call that is conducted by phone with our local tax expert, Darrin McComas, who specializes in reducing tax burdens in retirement portfolios.
He will ask you a few questions to receive a better understanding of what’s important to you and your family.
Then together you will decide if our tax reduction program is a fit for you and your financial future.
If so, click on the button below and choose the right time for you. Slots are limited so make sure to book your strategy call today!
Our team of professionals are ready to assist you in achieving these tax reduction strategies.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The purpose of this website is to provide general information on the subjects discussed; it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm does not provide tax, legal or investment advice; all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.