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PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.

Together we’ll build a strategy to maximize your retirement savings and minimize your tax obligations.

Find an Advisor

PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.

Together we’ll build a strategy to maximize your retirement savings and minimize your tax obligations.

Find an Advisor

Clear, retirement plan designed to help minimize taxes, reduce risk, and protect & grow your assets

a Retirement Tax Savings plan Includes:

Roth Conversion Plan

Social Security Tax Plan

Roth Conversion Plan

Calculate if a Roth conversion is right for you.

Minimize RMD's

Social Security Tax Plan

Roth Conversion Plan

Plan to minimize the Required Minimum Distributions at 72.

Social Security Tax Plan

How much of your Social Security is taxed in retirement?

Tax-Free Income for life

Social Security Tax Plan

GET TO THE

0% TAX BRACKET!

Short-Term Tax Plan

The impact of taxes this year.

Long-Term Tax Plan

Short-Term Tax Plan

The impact of taxes throughout retirement.

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

How to minimize my tax liability from my retirement income?

By proper diversification and asset allocation into Tax-Free Accounts.

If you do not have any Tax-Free Income streams in retirement then you will most likely run out of money sooner than expected and all because of Uncle Sam!

When should I take my Social Security?

At the age where you receive the most benefits. Most of the time it is sooner than later!

A worker can choose to retire as early as age 62, but doing so may result in a reduction of as much as 30 percent.

Delayed retirement credits increase a retiree's benefits.

There are strategies however that will allow you to receive more benefits at age 62 than you would have if you waited till age 70.

How to protect my 401k/IRA from stock market drops?

By diversification and asset allocation along with rebalancing your portfolio.

In other words -- Don't put all your money at risk! Stocks and Bonds Lose!

You need to have some Safe Investment Accounts that still offer growth and tax benefits.

How much money do I need to retire?

About 80% of your final pre-retirement annual income.

That means if you make $100,000 annually at retirement, you need at least $80,000 per year to have a comfortable lifestyle after leaving the workforce.

To generate the $80,000 cited above, for example, you would need a nest egg at retirement of about $2 million ($80,000 / 0.04). This strategy assumes a 5% ROI (after taxes and inflation), no additional retirement income (such as Social Security), and a lifestyle similar to the one you would be living at the time you retire.

What is your biggest financial concern about retirement?

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Braxton Advisory

3367 West Vine Street Suite 203, Kissimmee, Florida 34741, United States

(407)-201-2665

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment

PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.

PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.

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Clear, retirement plan designed to help minimize taxes, reduce risk, and protect & grow your assets

About Us

Our Vision

Our Mission

How to enter the "ZERO" tax bracket

Get To The -

0% tax bracket.

Minimize your taxes in retirement now! watch this video!

a Retirement Tax Savings plan Includes:

Roth Conversion Plan

Social Security Tax Plan

Roth Conversion Plan

Minimize RMD's

Social Security Tax Plan

Roth Conversion Plan

Social Security Tax Plan

Social Security Tax Plan

Social Security Tax Plan

Tax-Free Income for life

Social Security Tax Plan

Social Security Tax Plan

Short-Term Tax Plan

Short-Term Tax Plan

Short-Term Tax Plan

Long-Term Tax Plan

Short-Term Tax Plan

Short-Term Tax Plan

Frequently Asked Questions

What is your biggest financial concern about retirement?

Contact Us- and we will help you solve any concerns you may have.

Braxton Advisory

Hours

Blogs

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