Have Questions?
Let's Talk.
We're happy to answer your questions and help you determine whether Discounted Rollovers align with your retirement and tax strategy goals.
Have Questions?
Let's Talk.
We're happy to answer your questions and help you determine whether Discounted Rollovers align with your retirement and tax strategy goals.
FAQs
What can I expect after I submit a contact form?
Once you submit the form, our team will review your information and reach out within 1-3 business days to schedule a consultation or provide next steps.
Is there a fee to speak with someone?
No, the initial consultation is complimentary. It’s a chance for you to ask questions, learn whether this strategy applies to your situation, and understand the potential tax savings.
Can my financial advisor or CPA join the call?
Absolutely. In fact, we encourage it. This strategy is most effective when your entire financial team is on the same page.
What should I prepare for the call?
You don’t need to have everything figured out. If possible, have a general idea of your retirement account balances and your current tax situation.