Reduce Income Taxes
Fortunately, the progressive rate structure that is baked into the Code makes it possible for baby-boomers who plan their retirement cash flows to greatly reduce their income tax liabilities. Tax reductions are achieved by timing 401k and IRA withdrawals, from year to year, and by repositioning some of the funds withdrawn into financial assets that are never taxed. In general, the sooner this type of tax planning starts the greater are the tax savings for the client.
Get In Touch
I offer a free initial consultation. We can meet at my office in The Brooks Executive Suites, 9990 Coconut Rd, Bonita Springs, FL, 34135. We can also meet online if this is easier for you. If what I do sounds like something you’re looking for in an attorney I encourage you to contact me through the form below or call me at (239) 266-5671.