Tax Planning

What is Your Tax Liability for Your Retirement Assets?

All of the focus around saving for retirement centers around accumulating enough assets to “hit your number” for when you feel comfortable enough to retire. However, a common pitfall that millions of Americans fall into is that they have no idea what tax liability they will be in for when they start distributing and collecting their retirement assets. 

Certain retirement accounts and investments accounts may have hidden enormous tax bills that you are not accounting for and those can potentially derail your overall plan for retirement. Don’t fall victim to this overlooked item, schedule your free no-obligation consultation with us today to look at more tax-efficient strategies to help secure your retirement.

Don't Let Unexpected Taxes Derail Your Retirement and Financial Goals

Stop paying unnecessary taxes and getting hit with excessive penalties – reach out to Iron Point Retirement Solutions now to analyze a more tax-efficient way to set up your investments for the future

Disclaimer: Iron Point Retirement Solutions, LLC and its affiliates are not Certified Public Accountants (CPAs) or Certified Financial Planners (CFPs) and do not prepare tax returns, nor do they buy, sell, or advise on specific stocks/bonds/mutual funds clients should acquire or sell but do advise clients on how to build a more tax-efficient portfolio through various retirement strategies and advise clients on how they can utilize their portfolio using Safe Money Concepts.  Iron Point Retirement Solutions, LLC also helps individuals planning for programs such as Medicare, Social Security and other governmental agencies that we are not affiliated with. Individuals looking for more information about these governmental agencies should visit or for additional information