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Advanced Tax Planning & Minimization

Did you know: up to 85% of your Social Security can be taxed?

Did you know that the IRS controls when and how much money you have to take from your retirement accounts? And that that money is taxed as ordinary income - not investment income.

... This means that many retirees end up paying more in taxes in retirement than they did when they were working!

The good news is that you can take control and reduce or eliminate taxes in retirement.

This can be done through forward tax planning and a little bit of foresight, you can take control of your income and taxes in retirement.

This means being intentional about which monies you use first and what type of investments you hold in your accounts. It also means being strategic about when and how you take Social Security and/or pension.

Imagine if the next time you had a stock market loss or business loss, you were able to convert that into a tax-free retirement saving.

As an Enrolled Agent with the IRS, a National Social Security Advisor, and a retirement specialist, Leibel Sternbach, and the Yields4U team are ideally suited to helping our clients pay as little taxes as possible while maximizing their income in retirement.

Discover HIDDEN Tax Savings

If you would like us to look at your tax return, brokerage/retirement accounts and find your hidden tax-saving opportunities, use the form below to book a FREE Tax SWOT analysis.

In our free tax review process, we will review your accounts and:

  1. Identify ways for you to minimize taxes in retirement through Roth conversions, Tax-Loss Harvesting, Tax-Timing, and other methods.
  2. identify your Strengths, Weaknesses, Opportunities, and Threats (SWOT)
  3. Personalized Action Plan! At the end of the process, you will have a written action plan you can use to help you save money on taxes, protect your retirement, and ensure you don't run out of money in retirement.

Yes, Save me money on my taxes!

Want to dive in to the details?

Here's our free guide: "How to Ethically Pay Zero Taxes in Retirement"  it will walk you through everything you need to know. You can also watch a replay of a webinar we did on ways to pay less money in taxes in retirement. If you have any questions, don't hesitate to ask; email us at [email protected]



Discover True Peace of Mind

Let us help you secure your retirement, protect your savings, minimize your taxes, and help you live the life of your dreams.

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