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- The Hidden Costs of Ignoring Social Security Strategy
Learn why overlooking a holistic approach to Social Security could cost you—and how to address it effectively. (Page 5) - Charitable Giving Done Right
Find out how a lack of strategy in donations can leave tax benefits unused, plus actionable steps to maximize your impact. (Page 45) - Demystifying the “Tax Torpedo”
Understand what it is, why it matters, and how to prevent higher taxes on your Required Minimum Distributions (RMDs). (Page 72)
Important Note: I’m passionate about offering my absolute best to the households I work with. That’s why I’m only accepting a limited number of new clients each year, with the long-term goal of personally working with just 100 households. Once I reach this goal, I will no longer advertise, accept new clients, or offer resources like this guide for free.
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Sneak Preview of what is inside this FREE PDF download:
- Maximize Your Social Security Benefits While Minimizing Taxes
Discover the importance of taking a holistic approach to Social Security planning and how ignoring key strategies could cost you money. (Page 8) - Maximize Tax-Free Income with Roth Accounts
Learn how strategic planning with Roth accounts can help you avoid missed opportunities for tax-free growth and optimize your long-term tax benefits.(Page 18) - Estate and Legacy Planning for Tax Efficiency
Explore the essentials of estate planning, why it’s critical for your legacy, and strategies to minimize taxes on Required Minimum Distributions (RMDs).(Page 24)
Important Note: I’m passionate about offering my absolute best to the households I work with. That’s why I’m only accepting a limited number of new clients each year, with the long-term goal of personally working with just 100 households. Once I reach this goal, I will no longer advertise, accept new clients, or offer resources like this guide for free.
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- Tax Planning for an Inflation-Proof Retirement Learn how to structure your tax strategy to protect your retirement savings from inflation. Explore ways to optimize Social Security, reduce tax burdens, and preserve your purchasing power. (Page 5)
- Building an Inflation-Resilient Portfolio Discover investment strategies designed to safeguard your portfolio from the effects of inflation. Find out how to align your donations with your financial goals to enhance resilience and maximize tax benefits. (Page 14)
- Developing a Smart Retirement Spending Strategy Understand how to create a retirement spending plan that adapts to changing circumstances, protects your savings, and minimizes the tax impact of Required Minimum Distributions (RMDs). (Page 21)
Important Note: I’m passionate about offering my absolute best to the households I work with. That’s why I’m only accepting a limited number of new clients each year, with the long-term goal of personally working with just 100 households. Once I reach this goal, I will no longer advertise, accept new clients, or offer resources like this guide for free.
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- Donor-Advised Funds (DAFs): The Flexible Giving Account
Discover how donor-advised funds can streamline your charitable giving, maximize your tax benefits, and provide the flexibility to make a lasting impact on the causes you care about most. (Page 9) - Qualified Charitable Distributions (QCDs): A Smart Giving Strategy for Retirees
Learn how utilizing QCDs can help retirees reduce taxable income, fulfill RMDs, and make a greater impact—while avoiding common mistakes that leave valuable tax benefits on the table. (Page 14)
Important Note: I’m passionate about offering my absolute best to the households I work with. That’s why I’m only accepting a limited number of new clients each year, with the long-term goal of personally working with just 100 households. Once I reach this goal, I will no longer advertise, accept new clients, or offer resources like this guide for free.
Get the FREE PDF by entering your email below:
Sneak Preview of what is inside this FREE 86-page PDF download:
- 17 Questions to Ask Your Next Financial Advisor (Page 1)
- The impact of Not Being a Fiduciary (Page 6)
- How your advisor may be Failing to Look at the Big Picture (Page 20)
Important Note: I’m passionate about offering my absolute best to the households I work with. That’s why I’m only accepting a limited number of new clients each year, with the long-term goal of personally working with just 100 households. Once I reach this goal, I will no longer advertise, accept new clients, or offer resources like this guide for free.
