“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one’s taxes.”
- U.S. Court of Appeals Judge Learned Hand
Investing, although secondary to planning, is important. We firmly believe this to be true – but sometimes we put the focus on the wrong things. It is our belief that “what you make” is not as important as “what you get to keep.”
As a member of Ed Slott’s Master Elite IRA Advisors Group*, Earl D Schultz is committed to his own on-going education so that we can provide the most up-to-date tax saving strategies for our clients. He is well versed in IRA laws and asset distribution techniques. We are committed to helping each of our clients reduce their tax bill whenever possible, both in retirement AND when passing wealth on to the next generation. Whether you are a retiree, a pre-retiree, or a business owner, you may have the opportunity to reduce your tax bill. If you think you may be paying too much in taxes, or you are concerned about the possibility of much of your future financial estate going unnecessarily to the government instead of to your children, our financial planning may help.
*Being a member of Ed Slott's Master Elite IRA Advisors Group does not imply a certain level of skill.