New Program designed to help clients minimize the taxes' impact on qualified retirement assets.
With the majority of retirees relying on qualified retirement plans like 401(k) and IRAs, there is a significant tax risk involved in rising taxes
Higher taxes reduce future net Income
Are out of your control
Minimize what heirs inherit
Can leave a tax problem for your kids
Fee-based program with a fee that is based on the amount of taxes saved.
See the difference tax planning can make and see if creating a plan is worth it.
$200 Document fee to get started
Call Today for Tips on:
• Reducing Taxes
• Retirement Income
• Legacy Planning
• Annuities
• Income Planning
• Retirement Planning
• Tax-Free Income
• Retirement Income
• 401k Planning
• Certified Financial Planner
• Retirement Distribution Plans
• Roth IRA Conversion
Steven W. Gaito, CFP®
Certified Financial Planner TM
828-559-0299
843-868-8152
Cell: 919-270-4100
http://www.RetireRM.com
Steve@RetireRM.com
110 Traders Cross, 1st Floor, Bluffton, SC 29909
Talk of the Town Hosted by Robyn Zimmerman
October 2023
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