“Please make it easy for me to understand the various types of retirement accounts.”
We help our clients understand and plan for all types of retirement accounts:
Watch this 9 minute video to quickly learn the pros and cons of the individual retirement account (IRA).
Learn about the traditional IRA, the rollover IRA, the beneficiary IRA, inherited IRA, education IRA, spousal IRA, SEP IRA, SIMPLE IRA and Roth IRA.
Learn the three absolute truths to help you make a decision about which IRA is right for you.
Learn about ways to reduce your income taxes now and in retirement.
Learn how you may be able to go tax free!
Visit the website, GOTAXFREEBOOK.COM for the latest and up-to-date tax information.
Download a copy of the book from Amazon.com.
Current client? Call your advisor and ask for a copy of the book.
You may have heard about the Roth Conversion. Perhaps you are wondering if you should take advantage of today’s low tax brackets. Perhaps you want to transfer more money to your inheritors. We provide many resources, including a book, Go Tax Free, for our clients. We want to help you gain choice and control over your taxes.
IRAs require minimum distributions after the age 72. Your financial advisor will help you coordinate the total distributions from all your retirement accounts. They will help you minimize and plan for the tax obligations. Learn more about this under Retirement Income Planning.