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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?

Request a Tax Analysis

“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

Form ADV Part 2A – Firm Brochure
Form ADV Part 2A Appendix 1
What Is a Registered Investment Advisory Firm?
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