Roth conversions, IRA & 401(k) rollovers, distribution, income, and estate planning

Wealth Conservation & Tax Management Strategies...in the end...it is what you keep that counts!

Approximately 16% of the taxpayers in the US pay 70% of the taxes.  To be in this exclusive club you only need an income of $100,000/year.  The top 33%* (income of $50,000+) pay over 91% of all taxes.  With our enormous deficit and social program initiatives (Social Security, Medicare, Medicaid, etc.) as well as the seemingly unlimited government bail-outs, our taxes will continue to spiral upward to pay for this gross misconduct and fiscal mismanagement.
 
Don't be a victim, Financial Solutions can help.  Your after-tax return (what you keep)matters most.  This is the reality, and that's why we favor investments and strategies that allow our clients to keep more, and the government to keep less.
 
Let us help you design a cutting-edge integrated tax and investment strategy to help you defend your invested assets against inflation, market fluctuations, and the IRS.  We can help you manage risk, and show you ways to defer and reduce income, capital gains, and estate taxes so that you have more money left over to live well.
 
If you have attained success, this is the only kind of wealth management you should have.  To meet this need, each of our clients enjoy our expertise in assisting them with the following planning areas:
 
  • Portfolio Design Strategies
  • Strategic Tax Management
  • Life Insurance Portfolio Review
  • Innovative Life Insurance Programs
  • Non-Qualified Employee Benefit Design
  • Legacy Planning/Estate Planning
  • Retirement Planning
  • Charitable Planning
  • Income Planning, Scheduling and Analysis
  • CPA 2nd opinion service**

Additional Planning Concepts

  • IRA/Pension Rescue
  • Roth Conversion Analysis
  • VUL/UL Crashing Policy Rescue
  • Money Back Charitable Gifting
  • Lost Equity Recovery Planning

Understand that no one or no one firm can be "all things to all people".  We utilize a team approach of specialists to address each and every one of our client's goals and objectives.  Depending upon your circumstances, we may elect to bring in CPA's, Attorneys, Long Term Care Specialists, and outside portfolio managers to ensure that your needs are addressed at the highest level. 

**Ask about our 2nd opinion CPA income tax review and tax preparation program.  A recent H&R Block survey concluded 80% of all returns have errors.  A 2006 GAO study stated "chain preparers made serious errors which turned out to be very costly for the tax payer."  Let our CPA's review your tax returns.  Contact us for details.

Please click on the links to the right to learn more or call 866.240.2262 toll free or in Austin,TX call 512.280.6868.

 
*Wisconsin Tax Payers Alliance, Oct 2006

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

More Newsletters →