Broker Check

Tax Strategies

THE DISTRIBUTION SOLUTION

At Everett and Larson Financial Services we are always looking out for our clients!  That includes educating ourselves to find tax savings solutions before you need them.  That's right!  It's not just growing a wealth reserve that is important but looking for tax reductions that will provide you with a higher bottom line. 

We work hand-in-hand with CPA's and other tax professionals on Tax-Deferred plans which provide you with a tax-reduction today, but what about the compounding tax liability that many are now facing with their Qualified plans? 

Everett and Larson Financial Services is glad to offer a proprietary solution to the ever-increasing taxes that must be paid as client's face the deadline for Required Minimum Distribution from their qualified plans.   We call it the "Distribution Solution."

This tax reducing strategy helps you take distributions efficiently and can result in a tax savings of 25% or more on your 401k or IRA deferred plans.    

  • Legally proven strategy
  • Supported by IRS Code
  • Solves the RMD (Required Minimal Distribution) on Deferred plans
  • Creates Estate protection
  • Provides Living Benefits that can fund Long Term Care needs
  • Provides Tax-Free Income 
  • Reduces exposure to Market fluctuation

TAX PROFESSIONALS

The Distribution Solution is a perfect fit for clients facing large tax issues from qualified plans. It's a strategy you will want in your arsenal of benefits for your clients.  Everett & Larson DS Specialists are available to review the details of this tax favored strategy; walk you through the process to not only understand, but to be confident this is a superior Tax reducing strategy for Business Owners and Clients ages 45 to 75.

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CLIENTS & BUSINESS OWNERS

Qualified plans were a great solution for today's taxes, but knowing how to structure a tax favored distribution where your money outlasts you can be a challenge.  Our DS Specialists are available to complete a custom analysis for you without obligation. We will work with your Tax specialist, CPA if needed to ensure you receive the best advice and most favorable outcome. 

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Contact a DS Specialist

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