Are You on Track to
Overpay Taxes in Retirement?
Many families unknowingly leave hundreds of thousands of dollars, and sometimes millions, to future taxes.
Taxable IRA distributions, Required Minimum Distributions, Social Security taxation, Medicare surcharges, and inherited IRA rules can dramatically impact how much of your wealth you ultimately keep.
Request a Complimentary Tax Reduction Assessment
This Assessment helps identify strategies that may:
Reduce lifetime taxes
Increase after-tax retirement income
Improve wealth transferred to heirs
Evaluate Roth conversion opportunities
Minimize future tax surprises
Why work with The Silbernagel Group?
Trusted by families for 40+ years
Hundreds of families served
Credentialed Advisors with CFP®, RICP®, CEPS, LACP, LUTCF® designations
What to expect when you request your
Tax Reduction Assessment
One Decision Could Impact Millions
See the difference a Roth Conversion can make (one of many Tax Reduction tools we employ.)
This example shows a 55 year old living in CA (50% income tax rate between federal and state) who has $1 million in a Traditional IRA today. Assume a 7% growth rate over 27 years.
The difference is often not investment performance.
It’s when and how taxes are paid.
Keep more of what you’ve built
Reduce taxes paid over your lifetime
Potentially increase what passes to your family
Understand your options
Testimonials herein may not be representative of the experience of other customers, do not guarantee of future performance or success, and no participants have been compensated for their testimonial.