Roth Strategy
ACA Planning
RMD Strategy
About
Get Started

About
ACA Subsidy Planning for Early Retirees: Managing MAGI and Tax Strategy
Advanced Tax Strategy for High-Net-Worth Retirees
RMD Tax Strategy: Managing Future Tax Risk from Large IRA Balances
Roth Conversion Strategy: When Paying 24% Tax Can Improve Long-Term Outcomes
Start Your Tax Strategy Analysis

Start Your Tax Strategy Analysis

Get Started

Start Your Tax Strategy Analysis

Complete the form below. I will review your situation and contact you to let you know if my service is an appropriate fit. No fee is due until an engagement letter is signed.

No payment now

No fee is due until an engagement letter is signed

Review first

I will contact you

Approximate is fine

Exact figures are not required at this stage

Tax Strategy Intake – Primary

Basic Information

First Name

Last Name

Phone

How would you like to communicate?

E-mail

Phone

Filing Status

Married Filing Jointly

Single

Married Filing Separately

Head of Household

Age

Spouse Age (if applicable)

Financial Overview

Traditional IRA Balance (Self)

Traditional IRA Balance (Spouse)

Roth IRA Balance (Self)

Roth IRA Balance (Spouse)

Inherited IRA Balance (Total for self and spouse)

Taxable Investable Asset Balance (Brokerage, Bank, CD, Savings Bonds, etc)

Annuity Balance (Total for self and spouse)

Current Income Sources

Adjusted Gross Income (Last year’s 1040, line 11a)

Tax Exempt Income (Last year’s 1040, line 2a)

Healthcare and Insurance

Health Insurance Plan

ACA Plan

Medicare

Other

ACA Subsidy

Yes

Confirmation

After submitting this form, your information will be reviewed to determine if the consultation is appropriate for your situation and how to proceed.

I understand and agree. I understand this form is for review purposes only and does not constitute an engagement. Your information will be reviewed to determine if this is an appropriate fit. I will follow up directly.

Content on this site is for informational purposes only and does not constitute personalized tax or financial advice.

Scroll to Top