Tim uses a variety of customized strategies designed to maximize tax savings and protect your retirement income. His approach considers your unique situation, goals, and risk tolerance to create a plan that helps you keep more of your money without [...]
A tax-free retirement strategy doesn’t eliminate market risks but can offer protection by diversifying income sources and reducing reliance on taxable accounts. Tim’s approach often includes tools to reduce stock market exposure while achieving consistent returns.
Tim’s strategies can complement the work of other advisors. Many clients consult with Tim for a second opinion or to explore tax-focused strategies that may not be covered in traditional retirement planning.
The sooner, the better! The earlier you start, the more flexibility you’ll have to position your assets for tax advantages and make the most of today’s tax laws.
No, both the discovery call and the copy of The Power of Zero book are complimentary. Tim offers these as resources to help educate clients on tax-free retirement planning.
In the Power of Zero (POZ) workshop, Tim provides an in-depth look at the tax-free retirement strategy. He explains how to structure savings to minimize taxes and offers actionable steps to protect your retirement income.
A discovery call is a chance for Tim to understand your unique financial situation and retirement goals. During this call, Tim will discuss potential strategies and see if his services are a good fit for you.
Tax-free income can help you keep more of your savings during retirement, especially if tax rates increase in the future. By having a portion of your retirement income in tax-free accounts, you reduce your reliance on taxable withdrawals.
Tim specializes in using the Power of Zero strategy, guiding clients through personalized financial planning and asset allocation to maximize tax savings. He works to structure retirement savings in a way that minimizes or eliminates taxes.
The Power of Zero is a retirement tax strategy developed by David McKnight, aiming to help people achieve a 0% tax bracket in retirement. This approach uses tax-free income streams to protect your retirement savings from future tax hikes.
