Advanced Tax Planning
Did you know: up to 85% of your social security can be taxed?*
The good news is that as a senior you now have the great advantage of being able to control just how much taxable income you have each year. Through forward tax planning we can help you plan your retirement and help you choose the right strategies and vehicles for getting the most out of your social security, pension and investments.
We will help you take advantage of your unique situation to help you make the most out of your retirement. Imagine if the next time you had a stock market loss or business loss you were able to convert that in to a tax-free retirement saving? Our goal is help you maximize your retirement while minimizing your taxation using every rule in the book. As advisors who specialize in retirement planning we have the training and experience to get the most out of your retirement.
*https://www.aarp.org/work/social-security/info-2014/social-security-benefit-taxes.html
PLANNING FOR THE UNEXPECTED AND THE INEVITABLE:
Protecting your retirement from unexpected health issues to sudden market volatility is all a part of the Barnum Process. It is our belief that in order to have a safe and secure retirement one needs to know that they are financial secure no matter what happens. Mike Lynch will work with you to help you protect and insure your retirement from the unexpected and the inevitable. We'll help to make sure that you have funds available in the event of an emergency, and we'll help you make sure that a sudden hospitalization won't cripple your retirement fund.
Many people treat their tax management in a reactive fashion. Each spring they take all their forms and financial documents from the last year and see what they can do to save the most of their money from Uncle Sam. What these folks don’t understand is that the best way to manage your tax burden is by being proactive, not reactive.
Mike's goal is to help you maximize your retirement while minimizing your taxation using every rule in the book, and as a retirement specialist he as the training and experience to do just that.
*Representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax, and accounting advisors as appropriate.