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Retirement Tax Minimization Strategy (RTMS)
The Retirement Tax Minimization Strategy (RTMS) is designed to reposition taxable retirement and investment assets into tax-free vehicles, reducing future tax burdens while increasing wealth preservation for business owners.
Key Benefits
Transitioning assets into Roth accounts or life insurance generates tax-free retirement income.
Reduces estate tax burdens, ensuring more wealth is transferred to heirs or charitable causes.
Protects against future tax increases and minimizes the double taxation of qualified plan balances.
Moves taxable assets into tax-free vehicles, improving long-term cash flow and reducing annual tax liabilities.
Frees up liquid capital for reinvestment or personal use by optimizing asset structures.
We help privately held companies reduce their federal income taxes annually, returning cash to grow and protect their business and family wealth.
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Guardian Tax Consultants does not provide tax, legal, or accounting advice. Learn more at www.guardiantaxconsultants.com
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