Retirement Tax Minimization Strategy

Our Retirement Tax Minimization Strategy (RTMS) was designed to reduce income and estate tax on accumulated qualified plan assets by efficiently repositioning assets to hedge against increasing tax rates with the end goal of making those assets tax-free.

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What are the Goals For RTMS?

The goals: increase tax-free retirement, increase tax-free legacy transfer, reduce retirement income tax, reduce estate tax on accumulated qualified plan balances. This is one of our most exciting products for its ability to provide tax-free retirement assets.  Inquire today about our Retirement Tax Minimization Strategy Starter Kit.  

​​Who is a good fit?​

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