SMART Planning leads to SMART Solutions

CONNECT

Address:

125 South Wacker Drive Ste 300
Chicago, IL 60606

Phone:

(312) 893-5466

Fax/Other:

(312) 465-1394

About being a "Tax Savvy" Consumer

Learn More by Downloading a White Paper on  

"You need to manage your investment on the way in and manage your taxes on the way out."  -Mr. Ed Slott, CPA/Wall Street Journal's IRA Expert






Do you really understand the potential impact of taxes on your retirement income?  
We believe tax planning happens throughout the year and being proactive can save you money, particularly when you're now planning to spend down your retirement assets.    
 




 






 





Below is a sample MFJ case where our software clearly shared their actual tax costs based on their most recent tax return. 









Learn More by Downloading our White Paper on the
"The Elephant and the Snowball Effect"

 








Attend one of our "Strictly" Education Sessions


Our video below will better help understand why taxes should be a part of retirement planning?

 
 
 
 
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Wistia video thumbnail - VVWW-09-Taxes

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Check the background of this financial professional on FINRA's BrokerCheck