Dial Your Tax Bracket

Why a client might want to consider this:
I just learned about an idea that made me think of you. The more I thought about it the more I think you can take advantage of it. It is about how to lower your retirement tax bracket below 10% in retirement without taking on more risk or increasing your fees. I can bring the specialist in to meet with us and can run it by your CPA and attorney to make sure everyone is on the same page with your retirement planning.

In The News