Do you want to pay less taxes in retirement?
We can HELP!
You no longer have to use your own money to pay the taxes on your Roth Conversion.
John guided me through the process of doing a Roth Conversion without using my principal to pay the taxes. I needed this money safe and secure and tax free and we are on our way to doing just that!
I was working with a big bank and I wasn't sure if what I was doing was putting me in the best position for retirement. We did a full comprehensive plan and found ways to optimize my portfolio and reduce my future RMDs. This was the advice I had been searching for.
I wanted to minimize my RMDs and pass money down to my kids without them paying an absurd amount in taxes. We created a plan to strategically move the money into tax free buckets over the next several years and the money can grow tax free forever. 10/10 advice.
The Tax Impact report was eye opening. I had too much in my IRA and RMDs were coming fast. I now have a strategy to cut my taxes and leave tax free money to my kids and grandkids. I wish my advisor told me about thisyears ago.