Here are just a few tax-related situations that might apply to you:

  • Create a tax-smart saving strategy to fully utilize employer and self-employed plan options
  • Execute stock options in the most tax-beneficial method
  • Use charitable contributions to achieve gifting goals while maximizing tax savings
  • Convert IRA funds into Roth IRAs to fill up the lowest Federal tax brackets
  • Calculate breakeven points on when to start Social Security
  • Downsize your home and carryover your real estate tax rate
  • Analyze and understand the pro and cons of pension distribution options between lump sum versus monthly benefit
  • Manage Adjusted Gross Income to avoid paying higher income-based Medicare premiums

Articles Related to Retirement PLANNING:

Is a Roth IRA Right For You?
Is a Roth IRA Right For You?

In our last post, we took a close look at Traditional IRAs – a type of retirement account that allows you to make tax-deductible contributions at any age, so long as you have earned income. However, not everyone benefits from this type of account. If you’re anything...

Is a Traditional IRA Right For You?
Is a Traditional IRA Right For You?

Coming out of the COVID-19 pandemic that has rocked our world, financial well being is a much higher priority for many people. We now have a greater understanding of the importance of saving for retirement. But how should you begin this investment in your future?...

Is a Reverse Mortgage Right for Your Retirement Plan?
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Can You Retire?
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THE POSSIBILITIES ARE ENDLESS.

Are you ready to create your tax-efficient retirement plan? Call San Diego-based Rowling & Associates at 619-295-0200 to schedule your free introductory meeting.
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