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Tax Planning Decisions

Question #1:

How much income do you need to maintain your standard of living in retirement?

Question #2:

Is that number you need to maintain your standard of living gross or net?

Question #3:

How much have you accumulated in retirement assets up to this point?

Question #4:

Where are your assets? IRA’s, 401k’s, Roth IRA’s and Taxable Accounts

Question #5:

Where should you take income from first to minimize taxes and stay in the lowest tax bracket for your particular income needs?

“Success is never due to one thing, but failure can be.”

— James Clear, Atomic Habits

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Take The First Step

Schedule a discovery call. Fill out the information below and we will be in touch.

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Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.

We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.

XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures