We offer retirement strategies that can help you know when to start retirement activities, like taking your Social Security income. Many people say 62, but for most, that can reduce your total benefits by $50,000 to $180,000 or more over your lifetime! Integrity Retirement Solutions has advanced software to help calculate hundreds of potential variables to tell you how to plan and optimize your benefits.
Tax-Free Wealth Transfer
Inheritance taxes, sometimes called death taxes, can be optional if planned for ahead of time. Typically, there are rules that prohibit “death bed transfers.” However, if the transfer of wealth is planned, and action is taken at least one year before death, you can significantly reduce or eliminate inheritance or death taxes.