Plan Your Financial Ascent
Minimize Your Taxes and Optimize Your Lifestyle
If not properly planned for, taxes have the potential to significantly erode your retirement savings, making it difficult to achieve your monthly income goals in retirement. At Red Mountain Financial, we understand that if you’re not minimizing your taxes, you’re not optimizing your finances. That’s why we incorporate tax savings strategies into every decision we make on
your behalf.
Ascending to Financial Success
Our tax minimization approach allows us to help lower your tax liabilities and maximize your retirement income stream. Based on your specific financial situation and future goals, we may incorporate any combination of the following tax savings strategies.
• Tax savings diversification across taxable, tax-deferred and
tax-free accounts
• Tax-efficient withdrawal strategies
• loss harvesting
• Asset location
• Roth conversions
• Tax bracket maximization
• Tax-efficient business planning strategies
We work closely with you to understand your unique financial circumstances, goals and needs in order to develop customized minimization strategies that align with your personal financial situation and long-term objectives.
Let us be your guide!
Are you ready to reach new heights with your financial and retirement planning strategies? Schedule an appointment to see how we can help guide you toward your personal financial and retirement goals.
How to Rock Your Old 401(k) and 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!
Interested in learning more about how we can help you reach your personal financial summit?
Contact us to schedule a complimentary, no-obligation consultation.
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204 Griffin Park Drive
Birmingham, AL 35242
Investment advisory services offered by duly registered individuals through Creative One Wealth, LLC a Registered Investment Advisor. Creative One Wealth, LLC and Red Mountain Financial are unaffiliated entities.
We do not provide tax or legal advice. Always consult with qualified tax/legal advisors regarding your own unique circumstances.
Licensed Insurance Professional. 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.
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.
ARE-14063 | 22993 – 2023/5/16