JC Grason

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Tax Planning

Taxes can take a huge bite out of your investment returns. With so much of people’s retirement savings in tax-deferred plans like Traditional IRAs, 401(k)s, 403(b)s, and others, having a plan for minimizing the taxes on these accounts is crucial for today’s retiree. Next to market volatility, there’s likely not a single bigger drain on your wealth than the taxes that can be incurred on these accounts either during your lifetime or at your passing.

If your advisor is not a CPA, we believe he or she should be working hand-in-hand with a CPA or tax advisor to devise investment strategies that legally minimize the taxes that are paid to your least favorite uncle – Uncle Sam.

Have you ever wondered whether a Roth Conversion is right for you? Are you aggravated by having to pay tax on your Social Security income? Our comprehensive analysis will help identify potential areas of savings today and throughout your retirement years. Click here to contact us today for a free, no obligation Tax Saving Analysis to learn just how much you might be able to save in taxes each and every year.


Free Guide

Guide to Roth Conversions

Click the link below for instant access to our popular Guide to Roth Conversions for Today and Tomorrow's Retiree.


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