Reduce taxes.  Most retirees admit that they did a poor job proactively managing taxes both before and throughout retirement.  In my experience, clients are not getting the advice they need in this important area of their financial lives.  At Innovative Wealth Strategists, we concentrate on tax planning heavily because we know how important it is in terms of helping you grow your wealth and have it last throughout retirement.  And this can be done without taking on any additional investment risk.   Please see the following link for an idea of how powerful this can be: https://www.lfg.com/theimportanceoftaxplanning.  If you have questions or would like us to perform a tax allocation analysis on your investments, please feel free to contact us – we are happy to help.


Commonwealth Financial Network or Innovative Wealth Strategists does not provide legal or tax advice.  You should consult a legal or tax professional regarding your individual situation.

STANDARD COMPLIANCE DISCLOSURE: Bruce Horowitz is a Registered Representative with/and offers Securities and Advisory Services through Commonwealth Financial Network , Member FINRA/SIPC, a Registered Investment Adviser. CA Insurance License # 0B66129. Innovative Wealth Strategists is located at 6767 Forest Lawn Drive, Suite 120, Los Angeles, CA 90068.  This communication is strictly intended for individuals residing in the states of AK,CA,CO,CT,FL,HI,NV,OH,TN,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html

IMPORTANT NOTE: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Due to industry regulations, comments are not permitted on this blog. If you would like to contact the author, please email us at info@iwstrategists.com.