"In America, there are two tax systems: one for the informed and one for the uninformed. Both are legal". Judge Learned Hand
We look beyond the conventional planning you have been exposed too your entire life. For our work to be successful, we will build on top of what you know, then expose you to proven tax smart methods which will exceed your current expectations. If your advisors know how to do this level of advanced planning, why are they holding this back from you? Simply stated, we can help you convert the most taxable asset you own using our tax neutral strategies.
Time and time again, the most common statement I hear is...
"Where have you been all of my life"?
Followed by, "Oh My Gosh, I overpaid tax my entire life"!
Followed by, "I had no idea "ALL" of my retirement could be tax free"!
If you are ready to pay less tax starting now, lets talk.
As a Certified Exit Planner and CEO of Olympus Tax, Business and Insurance Solutions, Inc, (www.OlympusTax.com) I found many exiting business owners were unaware of the tax disasters their stock market and pension advisors had created for them under the premise of retirement planning. For the past 20 years, I spent the bulk of my time "unlearning" clients from their "follow the herd" financial advisors.
Fed up with the "herd mentality" I wrote "Tax Secrets Made Simple". Here I shared a few of the 56 strategies I use to help my clients "Pay Less Tax and Enjoy More Life". You can purchase my book at Amazon.
I established this web site to separate Qualified Plan (IRA, 401K, Profit Sharing, etc.) conversion planning from Business Exit planning because converting qualified funds is not the same as transactional exit planning. Converting qualified money is primarily a "Math" and "Tax Trigger" timing strategy.
Plan 1. Uses no brain power. Take the money out, pay penalties and tax, fund a Roth. If you are converting small sums on monies, this may work well for you.
Plan 2-7. If you are converting larger qualified plans, here is where we can help you customize a tax smart conversion plan based on your objectives and desired outcomes.
You and the IRS are in charge of your qualified money. Right now and until your plan has zero value, you have a partner! With taxes on sale and the stock market down again, you have a double discount window to convert your highly taxable retirement assets into zero tax benefits!
Contact me now to see if you qualify.
Member: Vistage International
Member: Business Enterprise Institute
Member: National Center for Employee Ownership
CA Insurance License # 0K67189