Founder of Golden Eagle Financial, Al Smith will help you develop a long-term strategy so that less of your income will be taxed. Depending on your age your income could be nearly tax free by the time you reach seventy-two!
Timing matters you need a financial advisor who specializes in creating tax efficient retirement plans. An initial visit with Al will establish what you want your retirement to look like, how much income you’ll need and your risk tolerance.
Through patient listening Al can assist you in creating a plan that is based on your unique circumstances, while allowing for unforeseen events that may require increased income.
Learn how your retirement can become tax efficient.
Planning with Purpose.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
Make sure that your income in retirement belongs to you, not to the IRS!
Worst case scenario, you have your nest egg stored entirely in taxable accounts when you hit the age of Required Minimum Distributions which means you must pull that money out, by law. The sudden influx of cash bumps you into a higher tax bracket, so you’re stuck paying a large percentage of your nest egg to the IRS instead of keeping that income for yourself.
Golden Eagle Financial includes tax planning as part of your retirement plan. Al Smith will help you plan ahead so you have time to withdraw some of that money slowly. By transitioning a portion of your nest egg into tax free accounts, you won’t feel the hit so badly when you reach the age of Required Minimum Distributions.
Preserve your income by planning a tax-efficient retirement.
Planning with Purpose.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
Planning: Before making any recommendation, Golden Eagle Financial will gather information to see the big picture of your unique situation.
By addressing your greatest concerns first, we begin a process together.
Strategy: Golden Eagle Financial will develop strategies for optimizing your invested assets while minimizing possible loss along the way. Results: Through an ongoing relationship with you, Golden Eagle Financial will update and adjust your personal planning analysis regularly to keep you on track and moving toward your financial goals. 303.744.1128