You Don’t Have To Pay Unnecessary Taxes.
Clients come to TRG to discover how to reduce their tax liabilities. Why? Because while you may know your federal income tax bracket, that's not really what you pay. The fact is: some Americans pay nothing, and others pay more than 30%.
Our focus is on ensuring that our clients have a diversified tax strategy by repositioning some of their assets into what we call the 3 buckets:
It’s unavoidable that some of your income and money will be taxed, like stocks, bonds and mutual funds. However, you can manage and reduce your tax burden by taking advantage of things like charitable gifts, capital loss deductions and more.
This bucket is all about deferring taxes so you can pay them later. Sometimes referred to as tax-advantaged accounts, these are things like IRAs, 401Ks and Health Savings Accounts (HSAs).
Having assets in the TAX NEVER bucket can help you avoid feeling the effects of future tax increases (which are likely to occur) and allow you to mitigate, and even eliminate, paying unnecessary taxes throughout your retirement years.
Sophisticated tax strategies used by the rich can seem complicated and out of reach. Eric’s knowledge in the industry can show you in simpler terms how to enjoy tax-free and tax efficient income.
Enjoy a lifetime of tax efficient and tax free income. TRG can show you how.