Strategies That Change Lives

   Choosing a consultant should be well thought through with someone who will pay special attention to details. There are many ways to lose hard earned income and assets with a lack of knowledge on the details of taxation and income sources. Over the last thirty-nine years I have discovered some extraordinary strategies for retirement income. 
       Your Social Security check is very unique compared to other pension plans. It has special tax provisions, cost of living adjustments, and survivorship benefits. It's not just about take a check and that's it. Your income sources are critical to income planning. Their tax status can really cause unnecessary problems and excessive taxation.
   
I have the necessary proprietary software to be able to calculate, to the penny how to adjust income sources to reduce taxation now and in the future. All of my calculations can be easily verified by a CPA.

Your estate plan should also be created with proper documents. You can easily prepare all of the necessary documents online using software prepared by estate planning attorneys for a huge savings. 

​Contact me at:
[email protected]
(904) 343-3532

Kim Magdalein does not provide tax, legal or accounting advice. All information and material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Tax laws are complex and subject to change. Legal advice is complex and an attorney should be consulted.

---