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PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.

PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.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.

PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.PROTECT YOUR RETIREMENT SAVINGS FROM THE IMPACT OF RISING TAXES.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

As Seen On...

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

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

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

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

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

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

In the Media with Zachary L. Christensen, RFC

Ep. 2

Social Security and Tax History

Ep. 3

Taxes and Estate Planning

About Us

 

Our Vision

We want to profoundly impact clients' lives by changing the way Americans plan for retirement—all through a uniquely tax-focused lens using alternative investments. 


Learn more

 

Our Mission

To make retirement great again by serving the community of Pre-Retirees & Retirees through tax-advantaged investment solutions, innovative technologies, and alt-inclusive planning.

Learn more

How to enter the "ZERO" tax bracket

No matter where you're at in retirement, TAXES are your single biggest expense. 


The worst part is, over 90% of retirees I talk to are overpaying Uncle Sam from their retirement.


When done right, tax planning is the 20% of work that creates 80% of the results.


That's why I decided to write my latest Retirement tax guide..

Download For Free
Get To The -

0% tax bracket.

If you’re like most Americans, you’ve saved the majority of your retirement in tax-deferred vehicles like 401(k)s and IRAs. 


But what happens when tax rates go up?


How much of your hard-earned money will you really get to keep?


So what’s the solution?  The 0% tax bracket. 

Find an Advisor

Blogs

Minimize your taxes in retirement now! watch this video!

Taxes in Retirement

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

Social Security Tax Plan

Social Security Tax Plan

How much of your Social Security is taxed in retirement?

Tax-Free Income for life

Social Security Tax Plan

Social Security Tax Plan

 GET TO THE

0% TAX BRACKET!

Short-Term Tax Plan

Short-Term Tax Plan

Short-Term Tax Plan

The impact of taxes this year.

Long-Term Tax Plan

Short-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.

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!

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

Contact us for a complimentary Social Security Maximization Report 

 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.

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.

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?

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

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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


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Tax and Social Security Planning

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