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The Do Nothing Plan
The "Hail Mary" Rescue Plan
The Do Nothing Plan
You can always do nothing. You have the right to let the stock market determine your outcome. You have the right to allow the IRS to take your wealth at whatever FUTURE unknown tax rate they can impose. You have the right to continue doing what you were taught. If you are looking at your retirement tax risks from the perspective of protecting what is yours, are you comfortable not knowing how the IRS will treat your retirement money?
A Better Way
The "Hail Mary" Rescue Plan
The Do Nothing Plan
Analysis of your existing qualified plans aligned with your actual goals may provide one or more avenues to capitalize on this current very, very, very tax friendly environment. Combine this fact with the most recent Bear Market (2020 Virus) and you literally have two huge incentives to convert your Qualified or Profit Sharing Plan tax disasters "TAX SMART" now. Many are surprised at our outcomes when we present solutions tailored to their specific needs verses the one size fits all "Wall Street" model. If you are tired of market meltdowns taking your money, while also waiting for the future tax code to take their bite, we can help you design a better, tax smart retirement.
The "Hail Mary" Rescue Plan
The "Hail Mary" Rescue Plan
The "Hail Mary" Rescue Plan
Converting qualified plans may take some time. Key is the tax efficient conversion (Math) of you being proactive now. While your project is being implemented, we design a bookend strategy to carry forward your tax smart objectives by protecting your qualified plan from your children's judgement and onerous taxation when they inherit your hard earned money. In other words, we put back what the SECURE Act of 2020 took from your heirs!