Are your retirement assets structured to minimize taxes?

This might be hard to believe, but many hard-working Americans just like you could be paying even more taxes than they need to in retirement. You may be taxed on your IRA, 401k, and any other tax-deferred retirement accounts. With the threat of massive tax increases just around the corner, your nest egg could be in trouble—unless you take advantage of defensive tax-saving strategies now.

Explore these complimentary tax-planning resources.

Retirement Tax Bill Calculator

Are you new to learning about retirement tax strategies? It’s crucial to find out the size of your potential tax bill—and we can help you in three easy steps.

Tax-Efficient Strategies

Your free guide to navigating the complexities of taxation in retirement in today’s economy.

Universal Life Insurance

We have found that Index Universal Life Insurance offers more than most people expect when it comes to taxes. Learn how to diversify your taxes and assets!

Retirement Tax Savings Guide

Uncover the four steps you can take to save on taxes in retirement, including Social Security, Roth IRA, Roth 401K, and more!


Schedule a FREE Tax-Reduction Analysis to discuss your tax strategy and see which tax-efficient options are available to you.


Enjoy a free gourmet lunch or dinner seminar and get your retirement tax strategy questions answered in person.



So, what is tax diversification, why is it important, and what does it mean to you and your family?

Defend your hard-earned retirement savings by implementing defensive tax savings strategies. Schedule your FREE, customized Retirement Tax-Reduction Analysis.

If you’ve saved more than $250,000 for retirement, don’t wait any longer to schedule your FREE Retirement Tax-Reduction Analysis.

FINANCIAL PLAN CHECKUP: A comprehensive analysis of your current retirement plan and portfolio.
〉FEE REPORT: A detailed list of all the fees you currently pay, so we can uncover any potential hidden savings.
〉RISK ANALYSIS: Your current yield, risk, and what that means for you in a potential market shift.
〉TAX ANALYSIS: An overview of your current tax plan and the benefits of implementing a forward-looking tax strategy.
〉INCOME PLAN ASSESSMENT: An overview of the income gaps you may have in your current income plan.
〉PORTFOLIO STRESS TEST: Assessment of your portfolio against different economic scenarios.
〉SOCIAL SECURITY ANALYSIS: An overview of how to maximize your social security benefits.

The results are yours to keep, along with a straightforward picture of steps you can take to cover all the potential gaps and opportunities we may identify in the important areas of your retirement plan. 

How to Reduce Taxes in Retirement

What excites you most about retirement?

Less obligation? More travel? Kissing your day job good-bye?

I bet what doesn’t make your list is paying taxes. Unfortunately, taxes follow us into retirement—but proper planning can keep them from stealing from your hard-earned income when you need it most. Here’s how to reduce taxes in retirement…

retirement tax planning

3 Strategies for Retirement Tax Planning

Did you know there are different tax buckets your retirement investments can go into? The buckets you choose will have big implications both now and later. And when it comes to retirement tax planning, diversification is key. In order to understand how to diversify your retirement tax planning, let’s start with understanding diversification in general.

financial seminar

10 Reasons to Attend a Financial Seminar (Before You Reire)

If you’re in your fifties or beyond, at some point you’ve probably received a shiny postcard in the mail inviting you to a financial seminar and a free steak dinner.

Is it worth your valuable time?

Let’s take a peek behind the curtain of retirement seminars so you know what you’re getting into, should you choose to attend.

best retirement planning books

The Best Retirement Planning Books in 2023

The amount of information available online, right at our fingertips, is limitless—and sometimes overwhelming. That’s why when it comes to complex topics around money, and especially retirement planning, I still prefer to pick up a book (or download one on a mobile device). There’s a level of deep, holistic learning and “aha!” moments you get from books.

Keep yourself well-informed on current retirement topics with our RetirementTalk YouTube show.

Taxes and Your Retirement Plan- What You Need to Know.

Reasons taxes may increase and your retirement plan may be impacted. Considering the historical tax trends, our increasing U.S. national debt, fiscal policy changes, economic conditions, an aging population with increased demands on Social Security and healthcare, geopolitical tensions, and global events, like the recent pandemic – just to name a few. 


retirement tax planning

6 Mistakes to Avoid in Retirement

Have you checked your financial plan for these trouble spots? We see retirees and pre-retirees make these common mistakes everyday. Make sure you’re not making them, too!


retirement tax planning

The Top Scams Targeting Retirees

Both education and awareness play vital roles in protecting yourself from falling victim to scams. Check out these manipulative scams targeting retirees. 


financial seminar

Hidden Fees the Financial Industry Doesn't Want You to Catch

Are you ready to uncover the secret world of hidden fees that the financial industry hopes you won’t notice?

best retirement planning books

Why Don't Americans Save For Retirement?

What is the real reason Americans say they don’t put more money away for their own future? The answer may surprise and even disappoint you.


Manage your wealth, healthcare, estate, and taxes all in one place.


Create an income plan and learn how to build your complete “financial house.”


Learn how your estate plan should work together with your retirement plan.


Understand the most tax-efficient strategies for your retirement.


Get clear guidance through the complicated process of selecting a plan to meet your needs.

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