Reaching the Pinnacle of Tax-Efficiency: Optimizing Your Wealth
Managing Your Finances & Minimizing Tax Liabilities
If not properly managed, taxes can significantly erode your long-term savings. That’s why we incorporate tax planning strategies into every decision we make on your behalf.
Tax Minimization Strategies
We look for opportunities to lower your tax liabilities, both during your working years and in retirement. Based on your specific financial situation and future goals, we may implement any combination of the following tax-saving strategies:
- Tax Savings Diversification Across Taxable, Tax-Deferred & Tax-Free Accounts
- Tax-Efficient Withdrawal Strategies
- Tax-Loss Harvesting
- Asset Location
- Roth Conversions
- Tax Bracket Maximization
- Tax-Efficient Business Planning Strategies
How to Rock Your Old 401(k) & Avoid Surprise Tax Bills
As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Your biggest mistake? Doing nothing at all. Let’s write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!
602-807-1411 • 17851 N 85th St, Suite 275, Scottsdale, AZ 85255
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Prospect Wealth Advisors are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.