My Retirement Tax Strategy
Retirement Tax Strategy
+ Clients within 10 Years of Retirement
+ Clients who don’t want to get killed in taxes during retirement – what is your strategy?
+ Tax return filing starting at $350
How we Add Massive Value to You
+ Review your 2022 return for Red Flags
+ Review your loans, assets, cash management
+ Tax Diversification Review (Pre-Tax vs Roth vs Taxable)
+ Roth Conversion Strategy, do you have one?
+ Focus on
minimizing your Lifetime Tax Bill
+ Capital
Gain Harvesting Strategy, do you have one?
+ Strategies to help avoid Medicare surcharges
Contact us Today to See How We Add Massive Value Let's Talk About How We Can Help You
Email Us
Call Fort Collins 970-430-5167 or Denver 303-237-2221
Location: 4025 Automation Way, Unit D3, Fort Collins, Colorado
Location: 2145 Kipling Ave, Lakewood, Colorado