Dial Your Tax Bracket

…Custom Solutions for the Affluent

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

How To Lower Your Tax Bracket In Retirement (Part 2): Adding The Sale Of A Business

March 2021
Jim Farmer is Managing Partner of Financial Strategies Group, a leader in the insurance industry providing clients with practical solutions.

How To Lower Your Tax Bracket In Retirement

June 2020
Jim Farmer is Managing Partner of Financial Strategies Group, a leader in the insurance industry providing clients with practical solutions.

Disclosure: Financial Strategies Group, LLC is not a legal or tax advisor. This communication may contain federal tax information which is not a covered opinion as defined by Circular 230 and is limited to the federal tax issues addressed herein. Additional issues may exist that affect the federal tax treatment of the transaction. The communication was not intended or written to be used, and cannot be used, or relied on, by the taxpayer, to avoid federal tax penalties. Please consult with your legal, accounting, or other tax advisor prior to taking any action.
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