Specialized tax-focused planning for executives and professionals approaching retirement.
We project what your tax picture will look like when you begin drawing on your savings, 401(k), profit-sharing plans, and other retirement accounts. We identify where your liabilities are growing before they become unavoidable.
As your money grows, in most situations, so do your tax liabilities. Because of compounding, every day you wait to analyze your plan may cost you more in taxation and fees.
We present you with options to maximize your retirement income streams using strategies that adhere to the Internal Revenue Code — helping you keep significantly more of what you have saved and invested over your career.
The right structure can make a difference of hundreds of thousands of dollars over the course of retirement, while remaining fully within the Internal Revenue Code.
We build a structured, tangible plan that accounts for compounding, fees, taxation, and liquidity — so you have the financial means to act when opportunities arise, within a clear and sustainable framework.
We operate as fiduciaries. The client, and only the client, is our priority — no pressure, only education and clear next steps.
No obligation. No pressure. Speak directly with Jay Winestein or a senior planner at National Planning Associates. We will review your retirement picture and explain exactly what we may be able to do for you.
