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We’ve been taught that when you retire your taxes should be lower. But that’s not always the case. Once you engage your retirement accounts, you could be paying more in taxes than you thought.

 

That's why we bring together a CPA and a Financial Advisor to review how your retirement plan could impact your taxes, and we identify solutions to help create tax-efficient strategies.

 

Is your CPA and Financial Advisor working together to create your retirement plan?

 

At Vivid, our specialized team of retirement planners will provide you with a no-cost Tax-Smart Second Opinion to show you how you could manage your taxes in retirement. With this no-cost report, you will receive the following:

 

 

 

 

 

  • Tax projection on how you could save money in taxes
  • Withdrawal strategy to avoid a bump into a higher tax bracket
  • Illustration on how investment decisions could impact your tax return
  • Cash flow analysis for your retirement plan

Tax-Smart Second Opinion

Learn how tax-efficient strategies can help you keep more of your hard-earned retirement money.

Request your no-cost Tax-Smart Second Opinion by entering your information below.

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Securities and investment advisory services offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC does not provide tax or legal advice and is not affiliated with Vivid Tax Advisory Services, LLC.  Vivid Tax Advisory Services, LLC is not affiliated or endorsed by the Social Security Administration or any government agency.  © 2017 Vivid Tax Advisory Services, LLC.

 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Vivid Tax Advisory Services, LLC at info@vividtaxadvisory.com.

 

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