Tax-Efficient Retirement Planning

As Californians flee high taxes for other states, they know that even state income tax can dramatically decrease their prosperity in retirement.

Let us consider tax efficient retirement planning strategies which might include Charitable Remainder Trusts and gifting strategies, real estate and business ventures and investments. IRAs, 401Ks, SEPs, SIMPLEs, and Defined Benefit Plans are friends; let us pick the most tax efficient vehicles for your future and your happy employees. We can demonstrate advantages of Social Security and Retirement plan withdrawal rates and the risk and reward tradeoffs for safety in fixed rate investments at all ages.

For investment advice related to retirement planning or more psychological views of retirement, check out the planning website

“I contend that for a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself up by the handle.” — Winston S. Churchill