Tax Planning
How To Prepare For a Tax-Free Retirement (Power of Zero Strategy Step-By-Step)
The Top 6 Reasons to Do a Roth Conversion
Retirees with Annuities Spend MORE than Those Who Rely on Investments Alone
What is an LIRP?
We provide personalized, mathematically sound financial strategies to help shield retirement savings from the potential impact of rising tax rates. As Elite Power of Zero advisors, we focus on creating tax-free retirement plans by optimizing the allocation of assets across taxable, tax deferred and tax-free buckets. This approach can protect against longevity risk, sequence of return risk, and rising healthcare costs, while potentially extending the life of retirement savings. Unlike generalized "one-size-fits-all" advice from financial gurus, as a Power of Zero Advisors we tailor our recommendations to fit each individuals’ unique circumstances, leveraging strategies like Roth Conversions, tax optimized investments, and other advanced tools. This can result in a more robust financial plan that aligns with future tax realities.
Tax-Free Income for Life
Build life-long income streams into your portfolio to reduce the risk of outliving your money.
Principle Protection
Protect a portion of your portfolio from market losses for potentially safe and productive rates of return.
Minimize Social Security Taxes
Helping you reduce or eliminate social security taxation, potentially adding 5-7 years of longevity to your retirement income.
Long-Term Care Provisions
Help mitigate one of retirement’s greatest risks – healthcare costs – with tailored provisions for long-term care within your retirement plan.