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.
Follow the steps to request your analysis below!
Complete the Retirement Tax Calculator by filling out the information requested and clicking the “See My Bill” button.
Once complete, exit out of this window using the “X” found at the top right of this box. After, fill out the form below to request your S.T.O.P. Analysis!
Step 1: How Big is Your Retirement Tax Bill?
Step 2: Request Your S.T.O.P. Analysis
Building a Saving Tax Optimization Plan helps…
Prevent/Eliminate your IRAs from becoming an IOU to the IRS.
Reduce or eliminate Required Minimum Distributions (RMDs).
Remove Uncle Sam from Your Children’s Inheritance.
Tax Accounting vs. Strategic Tax Planning
Tax Accounting focuses on organizing and reporting your finances for taxes owed in any given year. While it ensures accurate filing, it doesn’t explore strategies to lower taxes or enhance your overall financial plan.
Strategic Tax Planning is the proactive approach that not only moves you closer to achieving your goals but also uncovers gaps in your overall financial plan. Guided by a Wealth Architect, it helps reduce your tax burden, freeing up more money for saving or spending, and avoids costly mistakes in the long run.