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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!

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Building a Saving Tax Optimization Plan helps…

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Prevent/Eliminate 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.

Request Your S.T.O.P. Analysis

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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 to 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.