There is only one thing you need to get started:

  • Your Future of U.S. Taxation brochure

This is complimentary and available in Generational Vault – secure, easy to set up and available at no cost. Just fill out the short form on this page to request your complimentary Generational Vault account.

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If you fail to factor taxes into the equation while managing your assets and accounts, you could wind up with a large bill from the IRS.

Determining your current and future tax liability and developing a tax strategy to minimize the amount of taxes you pay during retirement is critical. Taxes play an integral part in planning your legacy and can directly impact your retirement income or the wealth you will be able to pass on to your heirs. Take the proper measures to ensure you’re minimizing your tax burden in retirement and leaving a legacy you can be proud of.