We Help baby Boomers & retirees thrive in retirement

A Saving Tax Optimization Plan (S.T.O.P.) addresses the impact of unnecessary taxes in retirement. Learn how you can save more of your money!

Verify The Hidden Wealth Solution
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Building a Saving Tax Optimization Plan helps…

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Prevent/Elimate your IRAs from becoming an IOU to the IRS.

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Reduce or eliminate Required Minimum Distributions (RMDs).

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Remove Uncle Sam from Your Children’s Inheritance.


If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future.

Do you know the size of your potential tax bill?

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Strategic Tax Planning vs. Tax Accounting

Strategic Tax Planning is the proven and most effective way to not only move closer to realizing your goals, but identify potential pitfalls and gaps in your overall financial plan.

Engaging in strategic tax planning can help lessen your tax burden, free-up more money to save or spend, and help you avoid mistakes that can result in penalties or paying more than your fair share.

Strategic Tax planning is part of a comprehensive wealth architect directed approach to planning driven by your financial and lifestyle goals.

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