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Retirement Tax Minimization Strategy

Retirement Tax Minimization Strategy, or RTMS for short, goal is to reduce income and estate tax on accumulated qualified plan assets.  

 

We do this by efficiently repositioning assets that are subject to ongoing taxation.  This is to hedge against increasing tax rates and for the end goal of making those assets tax-free.

Goals for these plans are to increase tax-free retirement, increase tax-free legacy transfer and to reduce retirement income tax and estate tax on accumulated qualified plan balances.  

Who is a good fit?

Business owners with substantial IRA or Qualified Plan Assets that are not needed for immediate retirement income purposes.