WORK OPTIONAL & RETIREMENT
SERVICES
DOES THIS SOUND LIKE YOU?
– How much can I withdraw from my portfolio without running out of money? How should my portfolio be positioned with all this uncertainty?
– What financial actions can I take today, to transition to more meaningful work or my real passions faster?
– How can I lower my taxes before and during my retirement? Which accounts should I withdraw or invest into first to lower my taxes? How do I harvest large gains, or create losses to lower my overall taxes? What are the tax benefits of converting to a Roth IRA?
YOU’RE NOT ALONE.
We’ve saved clients hundred to hundreds of thousands of dollars in taxes. Created confidence with dozens of clients to leave jobs that no longer suited them. It inspires us to collect trophy travel pictures from our clients putting all their planning to great use.