Minimize Taxes on Your Retirement
Minimize Taxes During Your Retirement.
Call (800) 254-4719.
As IvyWest's Partners have worked on thousands of tax returns and audits over the last 25 years, they've discovered that 90% of new clients were not being advised properly on the tax implications of their retirement strategies.
For example, with 401Ks and IRAs, they don’t realize their taxes are just being deferred to when they retire. They don’t understand the hidden fees and costs of annuities and life insurance.
In many cases, they could end up being forced to pay more in taxes when they retire.
In many cases, they could end up being forced to pay more in taxes when they retire.
Do you think tax rates are likely to go UP by the time you retire?
Do you think you will probably have FEWER deductions?
Not too many people have dependents at the age of 70 or home interest deductions.
When you get your social security, pension, 401k, or IRA, you will be taxed on those too.
If you want to minimize the amount of taxes you will pay during your retirement years, we’d be happy to do a complimentary tax analysis of your retirement strategies - including looking for hidden fees and contract fine print.
Warm Regards,
P.S. Frank has been a CPA for more than 25 years and will be the primary analyst and planner who helps you minimize taxes on your retirement.
OUR PROMISE
We care about you and your family. We will protect you from financial and retirement strategies that could hurt you. We will educate you about those that could help.
We only recommend what we use for our own families. You won't ever experience any sales pressure. You decide what you want to do.
TAXES AND RETIREMENT
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Why Us?
Minimize Taxes During Your Retirement. Call (800) 254-4719.
GET A COMPLIMENTARY ANALYSIS
As an Certified Public Accountant (CPA) for over 25 years, I've analyzed the tax returns and financial statements of thousands of families and businesses. Most people are not aware of the hidden taxes, fees, and costly contract fine print in their financial policies and retirement strategies. How much are you losing? How much should you be earning? I'd be happy to provide you with a complimentary analysis or your annuities, investments, life insurance, IRAs, 401(k)s, pensions, or social security income. Just call me at (800) 254-4719 extension 700 or click here.
*Estimates based on accounting firm records and interviews with partner. Includes tax work and business consulting.
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My Dad always challenged me, "Don't tell me what you believe. Show me what you do and I'll tell you what you believe," so after graduating from Yale I worked for the next 22 years helping educational nonprofits and business owners earn more money, more easily by serving their customers better. Along the way I became a consumer advocate and educator. IvyWest Financial is the culmination of that work into a financial planning process designed to help you, your family, and your friends live wealthier, healthier, happier lives.
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