Wayne Farrar

Financial Advisor

You run a successful business, and may have a retirement plan in place, but you know that when you retire and start living off your hard-earned assets, you’ll be paying taxes on your withdrawals.

You’ve been told that when you retire, you’ll be in a lower tax bracket. But, do you think that’s true?

If you believe as I do, that it probably isn’t true—with tax rates already the lowest they’ve been since the 1920’s and the government deeper in debt than ever -- let me show you how the wealthiest Americans limit those taxes, or even ELIMINATE them.

I am both a CPA and a Certified Financial Planner®. Like many accountants and advisors, I used to advise clients to save their money in traditional ways—401(k)s and other “qualified” retirement plans -- accumulating assets tax-deferred so you can pay taxes later as you draw them down.

But in my unique position as a licensed advisor, I discovered that wealthy business owners weren’t doing it that way; they were using the IRS’s own rules to create strategies that could reduce or eliminate taxes altogether.

Whether you have an advisor or not, spend a few minutes with me to learn whether and how some of these strategies can work for you. Contact me and we’ll arrange a time to talk.