Income and Tax Planning

With retirement benefits becoming far and few between the need for an income and tax plan has never been more important. Many people go into retirement with the hopes their money will last but has very little guarantees or certainties when it comes to their retirement. Over time this strategy can lead to a very volatile and nervous retirement.

AI Financial will help you create a personalized plan that will provide security against any volatility or unforeseen events throughout your retirement. These personalized plans include strategies that reduce your taxes on income and social security, reduce or eliminate taxes on investment growth, as well as maximize the legacy you leave to your future generations.