Advance Tax Planning
Providing for a Tax-Free Retirement:
Did you know...that up to 85% of your social security can be taxed? Wow!
The good news is that as a retiree, you'll have a great advantage in being able to control just how much taxable income you have each year. Through advance tax planning, we can help you plan for and manage your retirement income, choosing the right strategies and vehicles for getting the most out of your social security, pension and investment dollars.
We'll help you understand your unique situation and make the most of your retirement finances.
Just imagine - what if the next time you had a stock market loss or business loss you were able to convert that loss to offset and reduce your tax liabilities? Our goal is help you maximize your retirement dollars while minimizing your taxation by using every rule possible in the IRS' book. That part of what we do for clients, and as retirement planning specialists, we have the training and experience and the resources to help you get the most out of your retirement.
We all do better when we anticipate something rather than respond to it.
Learn More About Your Retirement Options: Attend an Upcoming Class!
Financial security and peace of mind can only be achieved when you know, without a doubt, that you've made the best possible decisions for yourself and your loved ones. And, when it comes to making the best decisions, knowledge is power. At Rainbow Retirement Planning, we share our knowledge through FREE onsite and online classes designed to help people understand and take control of their financial future.
Click Here for a complete listing of upcoming events in your area.