Roth Conversions, IRA & 401(k) Rollovers, Distribution, Income, and Estate Planning

Wealth Conservation & Tax Planning 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 taxable income of approximately $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 may very well spiral upward to pay for what I believe has been gross misconduct and fiscal mismanagement.
 
Your after-tax return (what you keep)matters most.  This is the reality, and that's why we favor investments and strategies that help our clients to keep more, and to avoid paying unnecesary taxes to the government.  
 
Don't be someone who avoids this important planning area.  Financial Solutions can help.  Let us help you design a cutting-edge integrated tax, investment, and financial planning strategy aimed at helping protect your invested assets against inflation, market fluctuations, and unnecessary taxes to the IRS.  We can help you manage risk, and show you ways many investors can defer taxes with a focus on reducing taxable income, capital gains, and estate taxes so that you have more money left over.
 
If you have saved well and accumulated wealth for your retirement and estate, this is the type of wealth management you should have.  To meet this need, each of our clients have access to our experience and knowledge within the following planning areas:
 
  • Portfolio Design Strategies
  • Strategic Tax Planning
  • 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 referral service**

Additional Planning Concepts

  • IRA/Pension Planning
  • Roth Conversion Analysis
  • Life Insurance Long-Term
    Value Analysis - will the coverage last as needed?
  • "Money Back" Charitable Gifting strategies

Understand that no one or no one firm can be "all things to all people".  We utilize a team approach of professionals to help 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.  Let our referred 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

 
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