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TAX STRATEGIES

Did you know: up to 85% of your Social Security can be taxed?* The good news is that, as a senior, you now have the great advantage of being able to control just how much taxable income you have each year. Through forward tax planning, we can help you plan your retirement and help you choose the right strategies and vehicles for getting the most out of your social security, pension and investments.

We will help you take advantage of your unique situation to make the most out of your retirement. Imagine that, if the next time you had a stock market loss or business loss, you were able to convert that into a tax-free retirement saving? Our goal is help you maximize your retirement while minimizing your taxation using every rule in the book. As retirement specialists, we have the training and experience to do just that.

If you would like to see for yourself if you can reduce your tax bill with tax forward planning, our friendly and knowledgeable staff are ready to take your call and schedule a complimentary review. We look forward to the opportunity to help you keep more of your hard-earned cash where it belongs: in your wallet.

*Source: Fool.com
Advisory Services Network, LLC does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.