Roadmap Financial

Don’t wait until next spring to find out you “could have done” something to reduce your taxes or that a hidden tax nightmare could be brewing for your heirs. Become proactive with your tax issues.

A simple review could help you reduce your future tax liability or may uncover a windfall for you and your heirs.

As you know, taxes can be one of the largest expenses in retirement and every dollar that goes to pay taxes is one less dollar you have to spend or to pass on to those you care about – your kids and grandkids or your favorite causes and charities.

  • Do you know the most important questions you should ask before you complete another tax return?
  • Can you honestly say that you understand how different sources of income are taxed?
  • Are you 100% sure your retirement income plan will allow you to keep the maximum amount of your hard earned money?
  • Is your current advisor utilizing tax planning strategies to help you coordinate your decisions about Social Security and when to take money from your retirement accounts?
  • Will you have phantom income from mutual funds that you need to offset by adjusting your investment portfolio now?
  • Is your IRA or qualified plan being penalized and you aren’t even aware of it?

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Ed Slott, CPA is known as “America’s IRA Expert” and was named “The Best Source for IRA Advice” by The Wall Street Journal. Ed is a nationally recognized IRA-distribution expert, professional speaker, and the creator of several public television specials for PBS, including “Ed Slott’s Retirement Road Map.”

Glenn W. Mosseller is a member of Ed Slott’s Elite IRA Advisor Group. The Elite IRA Advisor Group is an exclusive group of financial advisors who are dedicated to understanding IRA taxation issues with the goal of helping clients to minimize taxation on their retirement plans. Ed Slott’s team tracks the latest IRA rulings and tax law changes, and alerts the Elite IRA Advisor Group to recent changes. The Elite Advisor Group has direct access to Ed and his team of researchers and experts. All members of the Elite Advisor Group have completed extensive training and are required to complete ongoing classes and examinations on IRA distribution strategies twice a year.

Ed Slott - CPA, Tax Advisor and IRA Expert Talks About What He Calls

"The Single Biggest Benefit In The Tax Code".

Attend A Course or Workshop

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This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade, Jefferson National Life Insurance Company.

Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.

 © 2017 Roadmap Financial Consulting, LLC. All Rights Reserved. 

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