*$ Investable Assets To Qualify
One of the biggest misconceptions about IRAs is that they save you tax. The truth is they don't save taxes, they only defer them.
This bill comes due eventually, and the longer you wait to pay, the more you could end up paying
There's never been a better time to settle the tax owed on your retirement accounts.
Doing so strategically now on your own terms could save you BIG over the course of retirement.
Having a bucket of tax-free resources to draw from in retirement is an important component of a strategic tax efficient plan.
We'll show you ways to create one that can be eventually passed down to your heirs 100% tax free as well.
Congrats! You've done the hard work and accumulated wealth for your retirement. Now it's time to transition from "accumulation mode" into "preservation mode".
Take the first step today towards:
Minimizing taxes in retirement takes strategic planning.
The sooner you start, the more you could potentially save!
Don't procrastinate on this, click here to book your Tax-Efficient Retirement Strategy Session now!
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Assets Under Management
Craig was born and raised in Chicago, Illinois where he attended. Southern Illinois University and graduated with a degree in. Marketing. At age 29, Craig became the youngest VP ZoneManager with Gould, Inc., a $2 billion company.
"I really became interested in estate planning after my own grandmother passed away. It was then that I realized how important estate planning is."
After months of family bickering, her estate was settled and Craig decided to switch gears and began studying senior estate planning. His daughters recently became involved in the family business.
Prior to joining EP Advisors, Nikki Rodriguez spent over 13 years in sales management. Her sister, Noel Bastuba, has a degree in Liberal Studies from Northern Arizona University and previously worked in immigration law, education, and management.