Retirement Planning: A Closer View
One Example: With our resident Income Related Monthly Adjusted Amount (IRMAA) Certified Planner professional, Tax-Free Wealth Group is uniquely qualified to serve as a financial planner for seniors, retirees, and those preparing to retire. This is valuable because IRMAA, a retirement income issue that can affect Social Security and Medicare, is a concept that few people actually know about—in fact, only about 1% of Americans are familiar with IRMAA.
Not knowing the ins and outs of IRMAA could put your Social Security net benefits at risk— especially if you earn at or above a certain level of taxable retirement income in retirement. This demonstrates the need for and value of retirement planning. As rules and regulations around retirement accounts, retirement investments, and retirement savings continue to change, our focus on you and your plans after you leave the workforce can help you stay on track toward your retirement goals and up to date on IRMAA issues.
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Wealth Management
Even before or within your retirement, wealth management needs to be a strong pillar both to accumulate as well as to grow the funds necessary. In other words, it’s about properly growing, preserving, spending, and distributing the money you’ve accumulated. This practice involves a team of professionals working across diverse financial services which Tax-Free Wealth Group provides to manage your wealth to benefit your financial future.
Tax Planning
Legislative, economic, and tax-related research aspects such as digging through through the tens of thousands of pages in the Internal Revenue Service tax code allows us to uncover legal deductions and opportunities to mitigate your income taxes in retirement, estate taxes, and capital gains taxes, which we later implement into your plan. After this, many clients save a multiple of our fee in reduced tax liability.
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Legal Services
Within our Virtual Family Office, we have united top attorneys from around the country to help with business structuring, estate planning, asset protection, and other legal matters. If you have local legal representation, Tax-Free Wealth Group can work with your attorney. Alternatively, we can provide access to legal strategies from outside professionals.
Risk Mitigation
Like most of our clients, you may believe funding the retirement may be the only step to preparation or you are more focused on other agendas to see the bigger picture. But with us you can create the barrier needed between your funds and external risks that could reduce or even deplete all you have saved. Mitigating your risk is a strong need and benefit to your financial health, and doing so requires a cost-effective strategy for success—which our risk management professionals can provide, matching you with the best products and strategies to safeguard your assets.
Safeguard Retirement Planning
We’re here to help you experience the financial life you want. Take the first step and schedule a call.
Design Your Tax Smart Retirement Income Pan
Are you truly prepared for retirement? Let’s walk through retirement income planning together to find out!
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